Number of Shares
154,396.00
Current Holdings Value*
$5.88 Mil
% of Portfolio
3.62%
Total Estimate Gain
$610,771.66
% of Total Estimate Gain
10.70%

Foundry Financial Group, Inc.'s Putnam Focused Large Cap Value ETF Holding Summary

As of 2025-03-31, Foundry Financial Group, Inc. held 154,396.00 shares of Putnam Focused Large Cap Value ETF(PVAL), totaling $5.88 Mil. This investment constitutes 3.62% of their stock portfolio, and Foundry Financial Group, Inc. 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 Foundry Financial Group, Inc. has made 3 purchases of PVAL, at an average price of $36.97, for a total of 154,396.00 shares. Based on historical transaction data and PVAL's current price of $40.93, Foundry Financial Group, Inc.'s estimated gain on his PVAL holdings is $610,771.66, reflecting a 10.70% gain to date.

Foundry Financial Group, Inc. PVAL ($40.93) Holding Chart

Foundry Financial Group, Inc. PVAL ($40.93) 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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