Able Wealth Management LLC PVAL Holdings History
Able Wealth Management LLC's Putnam Focused Large Cap Value ETF Holding Summary
As of 2025-03-31, Able Wealth Management LLC held 121,610.00 shares of Putnam Focused Large Cap Value ETF(PVAL), totaling $4.63 Mil. This investment constitutes 2.73% of their stock portfolio, and Able Wealth Management LLC now holds 0.19% of the outstanding Putnam Focused Large Cap Value ETF(PVAL) stock.
The initial trade took place in 2024Q2. And since then Able Wealth Management LLC has made 4 purchases of PVAL, at an average price of $37.29, for a total of 121,610.00 shares. Based on historical transaction data and PVAL's current price of $41.12, Able Wealth Management LLC's estimated gain on his PVAL holdings is $465,972.68, reflecting a 10.28% gain to date.
Able Wealth Management LLC PVAL ($41.12) Holding Chart
Able Wealth Management LLC PVAL ($41.12) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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