Atria Wealth Solutions, Inc. Putnam ETF Tr Putnam Focused L Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 92,151 shares of PVAL stock, worth $4.03 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

92,151

Previous 90,487 1.84%

Holding current value

$4.03 Million

Previous $3.45 Million 7.61%

% of portfolio

0.09%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$33.6 - $40.23 $55,910 - $66,942	1,664 Added 1.84%	92,151 $3.71 Million
Q1 2025 May 09, 2025	SELL	$36.8 - $39.59 $233,569 - $251,277	-6,347 Reduced 6.55%	90,487 $3.45 Million
Q4 2024 Jan 31, 2025	SELL	$36.85 - $39.99 $99,568 - $108,052	-2,702 Reduced 2.71%	96,834 $3.59 Million
Q3 2024 Nov 08, 2024	BUY	$35.03 - $37.94 $1.44 Million - $1.55 Million	40,975 Added 69.97%	99,536 $3.78 Million
Q2 2024 Jul 22, 2024	BUY	$34.2 - $36.59 $2 Million - $2.14 Million	58,561 New	58,561 $2.13 Million

Others Institutions Holding PVAL

# of Institutions

203

Shares Held

97.6M

Call Options Held

Put Options Held

455K

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About PUTNAM ETF TR PUTNAM FOCUSED L

Ticker PVAL

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Atria Wealth Solutions, Inc. Putnam ETF Tr Putnam Focused L Transaction History