Wealthspire Advisors, LLC Putnam ETF Tr Putnam Focused L Transaction History

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 330,289 shares of PVAL stock, worth $12.8 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
330,289
Previous 276,845 19.3%
Holding current value
$12.8 Million
Previous $10.5 Million 16.73%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Feb 03, 2025
BUY
$36.85 - $39.99 $1.97 Million - $2.14 Million
53,444 Added 19.3%
330,289 $12.3 Million
Q3 2024

Nov 13, 2024
BUY
$35.03 - $37.94 $9.7 Million - $10.5 Million
276,845 New
276,845 $10.5 Million

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
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