Wealth Care Investment Partners, LLC Putnam ETF Tr Putnam Focused L Transaction History

Wealth Care Investment Partners, LLC

  • $289 Million
  • Q3 2025

A detailed history of Wealth Care Investment Partners, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 37,348 shares of PVAL stock, worth $1.63 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
37,348
Previous 38,921 4.04%
Holding current value
$1.63 Million
Previous $1.57 Million 1.92%
% of portfolio
0.55%
Previous 0.6%

Shares

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

Nov 07, 2025
SELL
$39.93 - $42.72 $62,809 - $67,198
-1,573 Reduced 4.04%
37,348 $1.6 Million
Q2 2025

Jul 08, 2025
SELL
$33.6 - $40.23 $59,169 - $70,845
-1,761 Reduced 4.33%
38,921 $1.57 Million
Q1 2025

Apr 22, 2025
SELL
$36.8 - $39.59 $79,708 - $85,751
-2,166 Reduced 5.06%
40,682 $1.55 Million
Q4 2024

Feb 03, 2025
BUY
$36.85 - $39.99 $2,690 - $2,919
73 Added 0.17%
42,848 $1.59 Million
Q3 2024

Oct 08, 2024
SELL
$35.03 - $37.94 $31,667 - $34,297
-904 Reduced 2.07%
42,775 $1.62 Million
Q2 2024

Jul 18, 2024
SELL
$34.2 - $36.59 $26,676 - $28,540
-780 Reduced 1.75%
43,679 $1.59 Million
Q1 2024

Apr 15, 2024
BUY
$31.03 - $35.73 $1,706 - $1,965
55 Added 0.12%
44,459 $1.59 Million
Q4 2023

Jan 18, 2024
SELL
$27.76 - $31.63 $9,716 - $11,070
-350 Reduced 0.78%
44,404 $1.4 Million
Q3 2023

Oct 10, 2023
BUY
$28.88 - $30.51 $1.29 Million - $1.37 Million
44,754 New
44,754 $1.31 Million
Q1 2023

Apr 10, 2023
BUY
$26.28 - $28.8 $1.43 Million - $1.57 Million
54,601 New
54,601 $1.52 Million

Others Institutions Holding PVAL

# of Institutions
204
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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