Wealth Care Investment Partners, LLC Putnam ETF Tr Putnam Focused L Transaction History

Wealth Care Investment Partners, LLC

  • $259 Million
  • Q2 2025

A detailed history of Wealth Care Investment Partners, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 6,093 shares of PGRO stock, worth $259,318. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,093
Previous 7,593 19.76%
Holding current value
$259,318
Previous $262,000 4.58%
% of portfolio
0.1%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025
SELL
$30.94 - $41.09 $46,410 - $61,635
-1,500 Reduced 19.76%
6,093 $250,000
Q4 2024

Feb 03, 2025
SELL
$35.61 - $40.35 $20,689 - $23,443
-581 Reduced 7.11%
7,593 $294,000
Q3 2024

Oct 08, 2024
SELL
$31.7 - $36.98 $15,850 - $18,490
-500 Reduced 5.76%
8,174 $294,000
Q2 2024

Jul 18, 2024
SELL
$30.51 - $35.92 $27,031 - $31,825
-886 Reduced 9.27%
8,674 $307,000
Q2 2023

Jul 13, 2023
SELL
$22.57 - $26.27 $19,748 - $22,986
-875 Reduced 8.39%
9,560 $251,000
Q4 2022

Jan 19, 2023
BUY
$19.55 - $21.8 $204,004 - $227,483
10,435 New
10,435 $0

Others Institutions Holding PGRO

# of Institutions
19
Shares Held
2.48M
Call Options Held
0
Put Options Held
0
View Full List

About PUTNAM ETF TR PUTNAM FOCUSED L

PGRO Quotes by TradingView
  • Ticker PGRO
  • Sector ETFs
  • Industry ETFs
More about PGRO
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