Number of Shares
270,420.00
Current Holdings Value*
$10.88 Mil
% of Portfolio
5.3%
Total Estimate Gain
$813,452.84
% of Total Estimate Gain
7.89%

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 $41.12, IVC Wealth Advisors LLC's estimated gain on his PVAL holdings is $813,452.84, reflecting a 7.89% gain to date.

IVC Wealth Advisors LLC PVAL ($41.12) Holding Chart

IVC Wealth Advisors LLC PVAL ($41.12) 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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