A detailed history of Horizon Family Wealth, Inc. transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Horizon Family Wealth, Inc. holds 91,382 shares of PVAL stock, worth $3.99 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares
91,382
Previous 76,723 19.11%
Holding current value
$3.99 Million
Previous $3.09 Million 26.47%
% of portfolio
2.48%
Previous 2.05%

Shares

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

Nov 07, 2025

BUY
$39.93 - $42.72 $585,333 - $626,232
14,659 Added 19.11%
91,382 $3.9 Million
Q2 2025

Aug 08, 2025

BUY
$33.6 - $40.23 $2.58 Million - $3.09 Million
76,723 New
76,723 $3.09 Million

Others Institutions Holding PVAL

About PUTNAM ETF TR PUTNAM FOCUSED L


  • Ticker PVAL
More about PVAL
Track This Portfolio

Track Horizon Family Wealth, Inc. Portfolio

Follow Horizon Family Wealth, Inc. 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 Horizon Family Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Horizon Family Wealth, Inc. with notifications on news.