Sowa Financial Group, Inc. PVAL Holdings History
Number of Shares
491,201.00
Current Holdings Value*
$18.71 Mil
% of Portfolio
12.29%
Total Estimate Gain
$1.74 Mil
% of Total Estimate Gain
9.54%
Sowa Financial Group, Inc.'s Putnam Focused Large Cap Value ETF Holding Summary
As of 2025-03-31, Sowa Financial Group, Inc. held 491,201.00 shares of Putnam Focused Large Cap Value ETF(PVAL), totaling $18.71 Mil. This investment constitutes 12.29% of their stock portfolio, and Sowa Financial Group, Inc. now holds 0.75% of the outstanding Putnam Focused Large Cap Value ETF(PVAL) stock.
The initial trade took place in 2024Q2. And since then Sowa Financial Group, Inc. has made 4 purchases of PVAL, at an average price of $37.19, for a total of 491,201.00 shares. Based on historical transaction data and PVAL's current price of $40.74, Sowa Financial Group, Inc.'s estimated gain on his PVAL holdings is $1.74 Mil, reflecting a 9.54% gain to date.
Sowa Financial Group, Inc. PVAL ($40.74) Holding Chart
Sowa 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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