Sax Wealth Advisors, LLC Putnam ETF Tr Putnam Focused L Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 686,031 shares of PVAL stock, worth $30 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares
686,031
Previous 533,149 28.68%
Holding current value
$30 Million
Previous $22.8 Million 31.59%
% of portfolio
1.45%
Previous 1.24%

Shares

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

Jan 12, 2026
BUY
$41.58 - $44.36 $6.36 Million - $6.78 Million
152,882 Added 28.68%
686,031 $30 Million
Q3 2025

Oct 20, 2025
BUY
$39.93 - $42.72 $6.91 Million - $7.39 Million
172,992 Added 48.03%
533,149 $22.8 Million
Q2 2025

Jul 23, 2025
BUY
$33.6 - $40.23 $6.86 Million - $8.21 Million
204,071 Added 130.74%
360,157 $14.5 Million
Q1 2025

May 14, 2025
BUY
$36.8 - $39.59 $2.48 Million - $2.67 Million
67,438 Added 76.07%
156,086 $5.94 Million
Q4 2024

Jan 15, 2025
BUY
$36.85 - $39.99 $3.27 Million - $3.55 Million
88,648 New
88,648 $3.29 Million

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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