Keystone Financial Services, LLC PVAL Holdings History
Keystone Financial Services, LLC's Putnam Focused Large Cap Value ETF Holding Summary
As of 2025-03-31, Keystone Financial Services, LLC held 325,530.00 shares of Putnam Focused Large Cap Value ETF(PVAL), totaling $12.40 Mil. This investment constitutes 10.5% of their stock portfolio, and Keystone Financial Services, LLC now holds 0.5% of the outstanding Putnam Focused Large Cap Value ETF(PVAL) stock.
The initial trade took place in 2024Q4. And since then Keystone Financial Services, LLC has made 1 purchases of PVAL, at an average price of $38.45, for a total of 325,530.00 shares. Based on historical transaction data and PVAL's current price of $40.81, Keystone Financial Services, LLC's estimated gain on his PVAL holdings is $768,236.10, reflecting a 6.14% gain to date.
Keystone Financial Services, LLC PVAL ($40.81) Holding Chart
Keystone Financial Services, LLC PVAL ($40.81) 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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