Amplius Wealth Advisors, LLC PVAL Holdings History
Amplius Wealth Advisors, LLC's Putnam Focused Large Cap Value ETF Holding Summary
As of 2025-03-31, Amplius Wealth Advisors, LLC held 1.88 Mil shares of Putnam Focused Large Cap Value ETF(PVAL), totaling $71.74 Mil. This investment constitutes 7.46% of their stock portfolio, and Amplius Wealth Advisors, LLC now holds 2.69% of the outstanding Putnam Focused Large Cap Value ETF(PVAL) stock.
The initial trade took place in 2022Q4. And since then Amplius Wealth Advisors, LLC has made 7 purchases of PVAL, at an average price of $29.18, for a total of 2.92 Mil shares. In addition, there have been 3 sales at an average price of $30.57 for 1.04 Mil shares. Based on historical transaction data and PVAL's current price of $40.74, Amplius Wealth Advisors, LLC's estimated gain on his PVAL holdings is $23.23 Mil, reflecting a 27.27% gain to date.
Amplius Wealth Advisors, LLC PVAL ($40.74) Holding Chart
Amplius Wealth Advisors, LLC PVAL ($40.74) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
