Prevail Innovative Wealth Advisors, LLC PGIM ETF TR Transaction History

Prevail Innovative Wealth Advisors, LLC

  • $515 Billion
  • Q3 2025
Number of Shares
38,997
Previous 31,365 24.33%
Holding current value
$2.01 Billion
Previous $1.61 Billion 24.45%
% of portfolio
0.39%
Previous 0.36%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
N/A
7,632 Added 24.33%
38,997 $2.01 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
31,365 New
31,365 $1.61 Billion
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