Tempus Wealth Planning, LLC PVAL Holdings History
Tempus Wealth Planning, LLC's Putnam Focused Large Cap Value ETF Holding Summary
As of 2025-06-30, Tempus Wealth Planning, LLC held 64,930.00 shares of Putnam Focused Large Cap Value ETF(PVAL), totaling $2.61 Mil. This investment constitutes 0.65% of their stock portfolio, and Tempus Wealth Planning, LLC now holds 0.07% of the outstanding Putnam Focused Large Cap Value ETF(PVAL) stock.
The initial trade took place in 2024Q4. And since then Tempus Wealth Planning, LLC has made 2 purchases of PVAL, at an average price of $38.46, for a total of 109,520.00 shares. In addition, there have been 1 sales at an average price of $37.70 for 44,590.00 shares. Based on historical transaction data and PVAL's current price of $41.36, Tempus Wealth Planning, LLC's estimated gain on his PVAL holdings is $154,708.60, reflecting a 3.67% gain to date.
Tempus Wealth Planning, LLC PVAL ($41.36) Holding Chart
Tempus Wealth Planning, LLC PVAL ($41.36) 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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