Trademark Financial Management, LLC Putnam ETF Tr Putnam Focused L Transaction History

Trademark Financial Management, LLC

  • $172 Billion
  • Q3 2025

A detailed history of Trademark Financial Management, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Trademark Financial Management, LLC holds 143,929 shares of PVAL stock, worth $6.29 Million. This represents 3.58% of its overall portfolio holdings.

Number of Shares
143,929
Previous 27,199 429.17%
Holding current value
$6.29 Million
Previous $1.09 Billion 461.92%
% of portfolio
3.58%
Previous 0.67%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$39.93 - $42.72 $4.66 Million - $4.99 Million
116,730 Added 429.17%
143,929 $6.15 Billion
Q2 2025

Jul 31, 2025
BUY
$33.6 - $40.23 $145,924 - $174,718
4,343 Added 19.0%
27,199 $1.09 Billion
Q1 2025

Apr 25, 2025
BUY
$36.8 - $39.59 $841,100 - $904,869
22,856 New
22,856 $870 Million

Others Institutions Holding PVAL

# of Institutions
203
Shares Held
97.6M
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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