Baker Tilly Wealth Management, LLC Putnam ETF Tr Putnam Focused L Transaction History

Baker Tilly Wealth Management, LLC

  • $220 Million
  • Q3 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 10,389 shares of PVAL stock, worth $391,561. This represents 0.18% of its overall portfolio holdings.

Number of Shares
10,389
Previous 7,955 30.6%
Holding current value
$391,561
Previous $288,000 36.81%
% of portfolio
0.18%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$35.03 - $37.94 $85,263 - $92,345
2,434 Added 30.6%
10,389 $394,000
Q1 2024

May 09, 2024
BUY
$31.03 - $35.73 $24,048 - $27,690
775 Added 10.79%
7,955 $284,000
Q4 2023

Jan 10, 2024
BUY
$27.76 - $31.63 $199,316 - $227,103
7,180 New
7,180 $226,000

Others Institutions Holding PVAL

# of Institutions
96
Shares Held
25.2M
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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