Steel Peak Wealth Management LLC Putnam ETF Tr Putnam Focused L Transaction History

Steel Peak Wealth Management LLC

  • $2.41 Billion
  • Q4 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 40,810 shares of PVAL stock, worth $1.58 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
40,810
Previous 10,948 272.76%
Holding current value
$1.58 Million
Previous $415,000 264.82%
% of portfolio
0.06%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$36.85 - $39.99 $1.1 Million - $1.19 Million
29,862 Added 272.76%
40,810 $1.51 Million
Q3 2024

Oct 25, 2024
BUY
$35.03 - $37.94 $383,508 - $415,367
10,948 New
10,948 $415,000

Others Institutions Holding PVAL

# of Institutions
117
Shares Held
34.9M
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
Track This Portfolio

Track Steel Peak Wealth Management LLC Portfolio

Follow Steel Peak Wealth Management LLC 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 Steel Peak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steel Peak Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email