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

Wealth Enhancement Advisory Services, LLC

  • $49 Billion
  • Q1 2025

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 1,080,078 shares of PVAL stock, worth $41.4 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,080,078
Previous 1,088,013 0.73%
Holding current value
$41.4 Million
Previous $40.4 Million 0.66%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Apr 16, 2025
SELL
$36.8 - $39.59 $292,008 - $314,146
-7,935 Reduced 0.73%
1,080,078 $40.7 Million
Q4 2024

Mar 17, 2025
BUY
$36.85 - $39.99 $25.5 Million - $27.6 Million
691,256 Added 174.23%
1,088,013 $40.4 Million
Q4 2024

Jan 10, 2025
SELL
$36.85 - $39.99 $78,748 - $85,458
-2,137 Reduced 0.54%
396,757 $14.7 Million
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
148
Shares Held
53.6M
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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