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

Wealth Enhancement Advisory Services, LLC

$55.6 Billion
Q2 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 1,000,662 shares of PVAL stock, worth $40.5 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,000,662

Previous 1,080,078 7.35%

Holding current value

$40.5 Million

Previous $40.7 Million 0.98%

% of portfolio

0.07%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	SELL	$33.6 - $40.23 $2.67 Million - $3.19 Million	-79,416 Reduced 7.35%	1,000,662 $40.3 Million
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

170

Shares Held

74.7M

Call Options Held

Put Options Held

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About PUTNAM ETF TR PUTNAM FOCUSED L

Ticker PVAL

More about PVAL

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