New England Private Wealth Advisors LLC PVAL Holdings History
New England Private Wealth Advisors LLC's Putnam Focused Large Cap Value ETF Holding Summary
As of 2025-03-31, New England Private Wealth Advisors LLC held 142,420.00 shares of Putnam Focused Large Cap Value ETF(PVAL), totaling $5.42 Mil. This investment constitutes 0.84% of their stock portfolio, and New England Private Wealth Advisors LLC now holds 0.2% of the outstanding Putnam Focused Large Cap Value ETF(PVAL) stock.
The initial trade took place in 2024Q4. And since then New England Private Wealth Advisors LLC has made 2 purchases of PVAL, at an average price of $38.43, for a total of 142,420.00 shares. Based on historical transaction data and PVAL's current price of $40.02, New England Private Wealth Advisors LLC's estimated gain on his PVAL holdings is $226,046.55, reflecting a 4.13% gain to date.
New England Private Wealth Advisors LLC PVAL ($40.02) Holding Chart
New England Private Wealth Advisors LLC PVAL ($40.02) 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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