Cyndeo Wealth Partners, LLC Putnam ETF Tr Putnam Focused L Transaction History

Cyndeo Wealth Partners, LLC

  • $1.74 Billion
  • Q4 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 16,561 shares of PVAL stock, worth $723,550. This represents 0.04% of its overall portfolio holdings.

Number of Shares
16,561
Previous 18,400 9.99%
Holding current value
$723,550
Previous $786,000 8.02%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
SELL
$41.58 - $44.36 $76,465 - $81,578
-1,839 Reduced 9.99%
16,561 $723,000
Q3 2025

Oct 10, 2025
BUY
$39.93 - $42.72 $34,779 - $37,209
871 Added 4.97%
18,400 $786,000
Q2 2025

Jul 24, 2025
BUY
$33.6 - $40.23 $1,680 - $2,011
50 Added 0.29%
17,529 $705,000
Q1 2025

Apr 17, 2025
BUY
$36.8 - $39.59 $643,227 - $691,993
17,479 New
17,479 $657,000

Others Institutions Holding PVAL

# of Institutions
206
Shares Held
98M
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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