Cannon Wealth Management Services, LLC PVAL Holdings History
Cannon Wealth Management Services, LLC's Putnam Focused Large Cap Value ETF Holding Summary
As of 2025-03-31, Cannon Wealth Management Services, LLC held 148,736.00 shares of Putnam Focused Large Cap Value ETF(PVAL), totaling $5.54 Mil. This investment constitutes 4.94% of their stock portfolio, and Cannon Wealth Management Services, LLC now holds 0.21% of the outstanding Putnam Focused Large Cap Value ETF(PVAL) stock.
The initial trade took place in 2024Q3. And since then Cannon Wealth Management Services, LLC has made 2 purchases of PVAL, at an average price of $37.66, for a total of 148,736.00 shares. Based on historical transaction data and PVAL's current price of $40.90, Cannon Wealth Management Services, LLC's estimated gain on his PVAL holdings is $481,187.90, reflecting a 8.59% gain to date.
Cannon Wealth Management Services, LLC PVAL ($40.90) Holding Chart
Cannon Wealth Management Services, 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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