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

Sea Crest Wealth Management, LLC

$913 Million
Q4 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 110,018 shares of PVAL stock, worth $4.81 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

110,018

Previous 106,240 3.56%

Holding current value

$4.81 Million

Previous $4.54 Million 5.91%

% of portfolio

0.53%

Previous 0.51%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$41.58 - $44.36 $157,089 - $167,592	3,778 Added 3.56%	110,018 $4.81 Million
Q3 2025 Nov 13, 2025	BUY	$39.93 - $42.72 $612,406 - $655,196	15,337 Added 16.87%	106,240 $4.54 Million
Q2 2025 Jul 11, 2025	BUY	$33.6 - $40.23 $488,812 - $585,266	14,548 Added 19.05%	90,903 $3.66 Million
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

212

Shares Held

99.9M

Call Options Held

Put Options Held

455K

View Full List

About PUTNAM ETF TR PUTNAM FOCUSED L

Ticker PVAL

More about PVAL

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