Sea Crest Wealth Management, LLC Putnam ETF Tr Putnam Focused L Transaction History

Sea Crest Wealth Management, LLC

  • $852 Million
  • Q1 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 76,355 shares of PVAL stock, worth $2.71 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
76,355
Previous 62,105 22.95%
Holding current value
$2.71 Million
Previous $2.31 Million 24.69%
% of portfolio
0.34%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
$36.8 - $39.59 $524,400 - $564,157
14,250 Added 22.95%
76,355 $2.87 Million
Q4 2024

Jan 14, 2025
BUY
$36.85 - $39.99 $1.15 Million - $1.25 Million
31,300 Added 101.61%
62,105 $2.31 Million
Q3 2024

Oct 16, 2024
BUY
$35.03 - $37.94 $1.08 Million - $1.17 Million
30,805 New
30,805 $1.17 Million

Others Institutions Holding PVAL

# of Institutions
121
Shares Held
37.3M
Call Options Held
0
Put Options Held
0
View Full List

About PUTNAM ETF TR PUTNAM FOCUSED L

PVAL Quotes by TradingView
  • Ticker PVAL
More about PVAL
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