BAKER TILLY WEALTH MANAGEMENT, LLC PVAL Holdings History
BAKER TILLY WEALTH MANAGEMENT, LLC's Putnam Focused Large Cap Value ETF Holding Summary
As of 2025-06-30, BAKER TILLY WEALTH MANAGEMENT, LLC held 333,961.00 shares of Putnam Focused Large Cap Value ETF(PVAL), totaling $13.44 Mil. This investment constitutes 4.8% of their stock portfolio, and BAKER TILLY WEALTH MANAGEMENT, LLC now holds 0.38% of the outstanding Putnam Focused Large Cap Value ETF(PVAL) stock.
The initial trade took place in 2023Q4. And since then BAKER TILLY WEALTH MANAGEMENT, LLC has made 6 purchases of PVAL, at an average price of $38.05, for a total of 333,961.00 shares. Based on historical transaction data and PVAL's current price of $40.90, BAKER TILLY WEALTH MANAGEMENT, LLC's estimated gain on his PVAL holdings is $953,018.10, reflecting a 7.50% gain to date.
BAKER TILLY WEALTH MANAGEMENT, LLC PVAL ($40.90) Holding Chart
BAKER TILLY WEALTH MANAGEMENT, LLC PVAL ($40.90) 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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