Congress Wealth Management LLC Putnam ETF Tr Putnam Focused L Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Congress Wealth Management LLC holds 9,703 shares of PVAL stock, worth $423,924. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,703
Previous 12,467 22.17%
Holding current value
$423,924
Previous $474,000 17.72%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Aug 13, 2025
SELL
$33.6 - $40.23 $92,870 - $111,195
-2,764 Reduced 22.17%
9,703 $390,000
Q1 2025

May 14, 2025
BUY
$36.8 - $39.59 $458,785 - $493,568
12,467 New
12,467 $474,000

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
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