MWM
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Modern Wealth Management’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Modern Wealth Management’s Portfolio PVAL Stock Details PVAL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$25.2M Buy
626,946
+115,426
+23% +$4.64M 0.63% 38
2025
Q1 		$19.5M Buy
+511,520
New +$19.5M 0.62% 37