Wealth Enhancement Advisory Services, LLC Putnam ETF Tr Putnam Focused L Transaction History

Wealth Enhancement Advisory Services, LLC

  • $44.5 Billion
  • Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 398,894 shares of PVAL stock, worth $15.5 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
398,894
Previous 582,076 31.47%
Holding current value
$15.5 Million
Previous $21.1 Million 28.37%
% of portfolio
0.03%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$35.03 - $37.94 $6.42 Million - $6.95 Million
-183,182 Reduced 31.47%
398,894 $15.1 Million
Q2 2024

Jul 16, 2024
BUY
$34.2 - $36.59 $133,209 - $142,518
3,895 Added 0.67%
582,076 $21.1 Million
Q1 2024

Apr 15, 2024
BUY
$31.03 - $35.73 $196,668 - $226,456
6,338 Added 1.11%
578,181 $20.7 Million
Q4 2023

Jan 30, 2024
BUY
$27.76 - $31.63 $15.4 Million - $17.6 Million
556,265 Added 3570.84%
571,843 $18 Million
Q3 2023

Nov 13, 2023
BUY
$28.88 - $30.51 $449,892 - $475,284
15,578 New
15,578 $455,000

Others Institutions Holding PVAL

# of Institutions
94
Shares Held
24.9M
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
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email