Wealth Plan Partners, LLC Pgim ETF Tr Transaction History
Wealth Plan Partners, LLC
- $591 Million
- Q3 2025
A detailed history of Wealth Plan Partners, LLC transactions in Pgim ETF Tr stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 4,531 shares of PULS stock, worth $225,281. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,531
Previous 6,542
30.74%
Holding current value
$225,281
Previous $325,000
30.77%
% of portfolio
0.04%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding PULS
# of Institutions
415Shares 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