StoneCrest Wealth Management, Inc. PVAL Holdings History
StoneCrest Wealth Management, Inc.'s Putnam Focused Large Cap Value ETF Holding Summary
As of 2025-03-31, StoneCrest Wealth Management, Inc. held 179,181.00 shares of Putnam Focused Large Cap Value ETF(PVAL), totaling $6.82 Mil. This investment constitutes 4.34% of their stock portfolio, and StoneCrest Wealth Management, Inc. now holds 0.26% of the outstanding Putnam Focused Large Cap Value ETF(PVAL) stock.
The initial trade took place in 2024Q3. And since then StoneCrest Wealth Management, Inc. has made 3 purchases of PVAL, at an average price of $36.97, for a total of 179,181.00 shares. Based on historical transaction data and PVAL's current price of $40.90, StoneCrest Wealth Management, Inc.'s estimated gain on his PVAL holdings is $703,911.15, reflecting a 10.63% gain to date.
StoneCrest Wealth Management, Inc. PVAL ($40.90) Holding Chart
StoneCrest Wealth Management, Inc. PVAL ($40.90) 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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