Warren Averett Asset Management, LLC Putnam ETF Tr Putnam Focused L Transaction History

Warren Averett Asset Management, LLC

  • $8.88 Billion
  • Q2 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 10,661 shares of PVAL stock, worth $450,427. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,661
Previous 10,661 -0.0%
Holding current value
$450,427
Previous $405,000 5.68%
% of portfolio
0.0%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$36.8 - $39.59 $12,364 - $13,302
336 Added 3.25%
10,661 $405,000
Q4 2024

Feb 14, 2025
BUY
$36.85 - $39.99 $380,476 - $412,896
10,325 New
10,325 $383,000

Others Institutions Holding PVAL

# of Institutions
180
Shares Held
78.3M
Call Options Held
0
Put Options Held
0
View Full List

About PUTNAM ETF TR PUTNAM FOCUSED L

PVAL Quotes by TradingView
  • Ticker PVAL
More about PVAL
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