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 $40.7 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

$40.7 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

150

Shares Held

53.6M

Call Options Held

Put Options Held

View Full List

About PUTNAM ETF TR PUTNAM FOCUSED L

Ticker PVAL

More about PVAL

Track This Portfolio

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.

Account

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