Phoenix Wealth Advisors Pgim ETF Tr Transaction History
Phoenix Wealth Advisors
- $254 Million
- Q3 2025
A detailed history of Phoenix Wealth Advisors transactions in Pgim ETF Tr stock. As of the latest transaction made, Phoenix Wealth Advisors holds 102,598 shares of PULS stock, worth $5.1 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
102,598
Previous 106,177
3.37%
Holding current value
$5.1 Million
Previous $5.28 Million
3.24%
% of portfolio
2.01%
Previous 2.25%
Shares
5 transactions
Others Institutions Holding PULS
# of Institutions
417Shares Held
179MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY37.8MShares$1.88 Billion0.12% of portfolio
-
Prudential Financial Inc Newark, NJ24.9MShares$1.24 Billion1.55% of portfolio
-
Morgan Stanley New York, NY16.3MShares$813 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC11.1MShares$554 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.3MShares$511 Million0.16% of portfolio