Wealthspire Advisors, LLC Putnam ETF Tr Putnam Focused L Transaction History

Wealthspire Advisors, LLC

  • $17.6 Billion
  • Q2 2025

A detailed history of Wealthspire Advisors, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 266,003 shares of PVAL stock, worth $10.8 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
266,003
Previous 371,755 28.45%
Holding current value
$10.8 Million
Previous $14.2 Million 24.41%
% of portfolio
0.06%
Previous 0.09%

Shares

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

Aug 11, 2025
SELL
$33.6 - $40.23 $3.55 Million - $4.25 Million
-105,752 Reduced 28.45%
266,003 $10.7 Million
Q1 2025

May 09, 2025
BUY
$36.8 - $39.59 $1.53 Million - $1.64 Million
41,466 Added 12.55%
371,755 $14.2 Million
Q4 2024

Feb 03, 2025
BUY
$36.85 - $39.99 $1.97 Million - $2.14 Million
53,444 Added 19.3%
330,289 $12.3 Million
Q3 2024

Nov 13, 2024
BUY
$35.03 - $37.94 $9.7 Million - $10.5 Million
276,845 New
276,845 $10.5 Million

Others Institutions Holding PVAL

# of Institutions
170
Shares Held
75.3M
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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