Avantax Planning Partners, Inc. Putnam ETF Tr Putnam Focused L Transaction History

Avantax Planning Partners, Inc.

  • $3.45 Billion
  • Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 14,073 shares of PVAL stock, worth $614,849. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,073
Previous 14,333 1.81%
Holding current value
$614,849
Previous $576,000 4.34%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$39.93 - $42.72 $10,381 - $11,107
-260 Reduced 1.81%
14,073 $601,000
Q4 2024

Feb 07, 2025
BUY
$36.85 - $39.99 $331 - $359
9 Added 0.06%
14,333 $532,000
Q3 2024

Nov 13, 2024
SELL
$35.03 - $37.94 $182,786 - $197,970
-5,218 Reduced 26.7%
14,324 $543,000
Q2 2024

Aug 09, 2024
SELL
$34.2 - $36.59 $8,310 - $8,891
-243 Reduced 1.23%
19,542 $709,000
Q1 2024

May 02, 2024
BUY
$31.03 - $35.73 $613,928 - $706,918
19,785 New
19,785 $706,000

Others Institutions Holding PVAL

# of Institutions
210
Shares Held
99.8M
Call Options Held
0
Put Options Held
455K
View Full List

About PUTNAM ETF TR PUTNAM FOCUSED L

PVAL Quotes by TradingView
  • Ticker PVAL
More about PVAL
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