Prosperity Financial Group, Inc. Putnam ETF Tr Putnam Focused L Transaction History

Prosperity Financial Group, Inc.

$201 Billion
Q4 2024

A detailed history of Prosperity Financial Group, Inc. transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Prosperity Financial Group, Inc. holds 135,998 shares of PVAL stock, worth $5.19 Million. This represents 2.51% of its overall portfolio holdings.

Number of Shares

135,998

Previous 133,831 1.62%

Holding current value

$5.19 Million

Previous $5.08 Billion 0.58%

% of portfolio

2.51%

Previous 2.84%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$36.85 - $39.99 $79,853 - $86,658	2,167 Added 1.62%	135,998 $5.05 Billion
Q3 2024 Nov 12, 2024	BUY	$35.03 - $37.94 $168,073 - $182,036	4,798 Added 3.72%	133,831 $5.08 Billion
Q2 2024 Aug 13, 2024	BUY	$34.2 - $36.59 $96,683 - $103,439	2,827 Added 2.24%	129,033 $4.68 Billion
Q1 2024 May 15, 2024	SELL	$31.03 - $35.73 $4.76 Million - $5.48 Million	-153,463 Reduced 54.87%	126,206 $4.51 Billion
Q4 2023 Feb 14, 2024	SELL	$27.76 - $31.63 $154,401 - $175,926	-5,562 Reduced 1.95%	279,669 $8.82 Billion
Q3 2023 Nov 07, 2023	BUY	$28.88 - $30.51 $2.18 Million - $2.3 Million	75,486 Added 35.99%	285,231 $8.34 Billion
Q2 2023 Sep 12, 2023	SELL	$26.83 - $29.38 $19,693 - $21,564	-734 Reduced 0.35%	209,745 $6.16 Billion
Q1 2023 Sep 12, 2023	BUY	$26.28 - $28.8 $546,781 - $599,212	20,806 Added 10.97%	210,479 $5.84 Billion
Q4 2022 Sep 12, 2023	BUY	$24.33 - $28.49 $4.61 Million - $5.4 Million	189,673 New	189,673 $5.13 Billion

Others Institutions Holding PVAL

# of Institutions

118

Shares Held

36M

Call Options Held

Put Options Held

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About PUTNAM ETF TR PUTNAM FOCUSED L

Ticker PVAL

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Prosperity Financial Group, Inc. Putnam ETF Tr Putnam Focused L Transaction History