IVC Wealth Advisors LLC PVAL Holdings History
IVC Wealth Advisors LLC's Putnam Focused Large Cap Value ETF Holding Summary
As of 2025-06-30, IVC Wealth Advisors LLC held 270,420.00 shares of Putnam Focused Large Cap Value ETF(PVAL), totaling $10.88 Mil. This investment constitutes 5.3% of their stock portfolio, and IVC Wealth Advisors LLC now holds 0.3% of the outstanding Putnam Focused Large Cap Value ETF(PVAL) stock.
The initial trade took place in 2025Q1. And since then IVC Wealth Advisors LLC has made 2 purchases of PVAL, at an average price of $38.11, for a total of 270,420.00 shares. Based on historical transaction data and PVAL's current price of $40.98, IVC Wealth Advisors LLC's estimated gain on his PVAL holdings is $775,594.04, reflecting a 7.53% gain to date.
IVC Wealth Advisors LLC PVAL ($40.98) Holding Chart
IVC Wealth Advisors LLC PVAL ($40.98) 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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