Beacon Pointe Advisors, LLC Putnam ETF Tr Putnam Focused L Transaction History

Beacon Pointe Advisors, LLC

  • $11.3 Billion
  • Q3 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 11,127 shares of PVAL stock, worth $486,138. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,127
Previous 12,609 11.75%
Holding current value
$486,138
Previous $507,000 6.31%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 13, 2025
SELL
$39.93 - $42.72 $59,176 - $63,311
-1,482 Reduced 11.75%
11,127 $475,000
Q2 2025

Aug 13, 2025
BUY
$33.6 - $40.23 $1,276 - $1,528
38 Added 0.3%
12,609 $507,000
Q1 2025

May 13, 2025
BUY
$36.8 - $39.59 $117,759 - $126,688
3,200 Added 34.15%
12,571 $478,000
Q4 2024

Feb 14, 2025
BUY
$36.85 - $39.99 $1,326 - $1,439
36 Added 0.39%
9,371 $347,000
Q3 2024

Nov 14, 2024
BUY
$35.03 - $37.94 $1,085 - $1,176
31 Added 0.33%
9,335 $354,000
Q2 2024

Aug 12, 2024
BUY
$34.2 - $36.59 $991 - $1,061
29 Added 0.31%
9,304 $337,000
Q1 2024

May 14, 2024
BUY
$31.03 - $35.73 $47,320 - $54,488
1,525 Added 19.68%
9,275 $331,000
Q4 2023

Feb 08, 2024
SELL
$27.76 - $31.63 $49,107 - $55,953
-1,769 Reduced 18.58%
7,750 $244,000
Q3 2023

Nov 14, 2023
BUY
$28.88 - $30.51 $274,908 - $290,424
9,519 New
9,519 $278,000
Q1 2023

May 12, 2023
BUY
$26.28 - $28.8 $219,411 - $240,451
8,349 New
8,349 $231,000

Others Institutions Holding PVAL

# of Institutions
203
Shares Held
97.6M
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
Track This Portfolio

Track Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email