Valmark Advisers, Inc. Putnam ETF Tr Putnam Focused L Transaction History

Valmark Advisers, Inc.

$7.08 Billion
Q2 2025

A detailed history of Valmark Advisers, Inc. transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Valmark Advisers, Inc. holds 19,144 shares of PVAL stock, worth $771,503. This represents 0.01% of its overall portfolio holdings.

Number of Shares

19,144

Holding current value

$771,503

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 23, 2025	BUY	$33.6 - $40.23 $643,238 - $770,163	19,144 New	19,144 $770,000

Others Institutions Holding PVAL

# of Institutions

155

Shares Held

58.4M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

8.51M
Shares

$343 Million
0.03% of portfolio
Morgan Stanley New York, NY

5.03M
Shares

$203 Million
0.01% of portfolio
Glenmede Trust CO Na Philadelphia, PA

4.47M
Shares

$180 Million
0.94% of portfolio
Commonwealth Equity Services, LLC

4.36M
Shares

$176 Million
0.23% of portfolio
Ubs Group Ag

3.82M
Shares

$154 Million
0.03% of portfolio

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About PUTNAM ETF TR PUTNAM FOCUSED L

Ticker PVAL

More about PVAL

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Valmark Advisers, Inc. Putnam ETF Tr Putnam Focused L Transaction History