Prosperity Financial Group, Inc. PVAL Holdings History
Prosperity Financial Group, Inc.'s Putnam Focused Large Cap Value ETF Holding Summary
As of 2025-03-31, Prosperity Financial Group, Inc. held 150,145.00 shares of Putnam Focused Large Cap Value ETF(PVAL), totaling $5.72 Mil. This investment constitutes 2.85% of their stock portfolio, and Prosperity Financial Group, Inc. now holds 0.21% of the outstanding Putnam Focused Large Cap Value ETF(PVAL) stock.
The initial trade took place in 2022Q4. And since then Prosperity Financial Group, Inc. has made 6 purchases of PVAL, at an average price of $28.16, for a total of 309,904.00 shares. In addition, there have been 3 sales at an average price of $32.81 for 159,759.00 shares. Based on historical transaction data and PVAL's current price of $40.74, Prosperity Financial Group, Inc.'s estimated gain on his PVAL holdings is $2.63 Mil, reflecting a 30.17% gain to date.
Prosperity Financial Group, Inc. PVAL ($40.74) Holding Chart
Prosperity Financial Group, Inc. PVAL ($40.74) 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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