Wealthcare Advisory Partners LLC Putnam ETF Tr Putnam Focused L Transaction History

Wealthcare Advisory Partners LLC

$3.54 Billion
Q1 2025

A detailed history of Wealthcare Advisory Partners LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 34,944 shares of PVAL stock, worth $1.24 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

34,944

Previous 32,068 8.97%

Holding current value

$1.24 Million

Previous $1.19 Million 10.5%

% of portfolio

0.04%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$36.8 - $39.59 $105,836 - $113,860	2,876 Added 8.97%	34,944 $1.32 Million
Q4 2024 Jan 15, 2025	BUY	$36.85 - $39.99 $32,243 - $34,991	875 Added 2.81%	32,068 $1.19 Million
Q3 2024 Nov 04, 2024	SELL	$35.03 - $37.94 $47,360 - $51,294	-1,352 Reduced 4.15%	31,193 $1.18 Million
Q2 2024 Aug 09, 2024	BUY	$34.2 - $36.59 $137,894 - $147,530	4,032 Added 14.14%	32,545 $1.18 Million
Q1 2024 Apr 15, 2024	BUY	$31.03 - $35.73 $16,880 - $19,437	544 Added 1.95%	28,513 $1.02 Million
Q4 2023 Feb 06, 2024	BUY	$27.76 - $31.63 $776,419 - $884,659	27,969 New	27,969 $882,000

Others Institutions Holding PVAL

# of Institutions

121

Shares Held

37.2M

Call Options Held

Put Options Held

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About PUTNAM ETF TR PUTNAM FOCUSED L

Ticker PVAL

More about PVAL

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Wealthcare Advisory Partners LLC Putnam ETF Tr Putnam Focused L Transaction History