Bogart Wealth, LLC Pgim ETF Tr Transaction History

Bogart Wealth, LLC

$2.32 Billion
Q2 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 06, 2020	SELL	$38.34 - $40.26 $1,917 - $2,013	-50 Closed	0 $0
Q1 2020 Apr 20, 2020	SELL	$32.05 - $41.49 $512 - $663	-16 Reduced 24.24%	50 $2,000
Q4 2019 Feb 10, 2020	BUY	$40.51 - $41.92 $2,673 - $2,766	66 New	66 $3,000

Others Institutions Holding PHYL

# of Institutions

98

Shares Held

8.89M

Call Options Held

0

Put Options Held

0

Prudential Financial Inc Newark, NJ

1.9M
Shares

$67.3 Million
0.09% of portfolio
State Of New Jersey Common Pension Fund D

775K
Shares

$27.5 Million
0.11% of portfolio
Envestnet Asset Management Inc

681K
Shares

$24.2 Million
0.01% of portfolio
Vestmark Advisory Solutions, Inc.

557K
Shares

$19.8 Million
0.32% of portfolio
Wright Fund Management, LLC Santa Monica, CA

368K
Shares

$13.1 Million
0.46% of portfolio

About PGIM ETF TR

Ticker PHYL
Sector ETFs
Industry ETFs

More about PHYL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bogart Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bogart Wealth, LLC with notifications on news.