Bogart Wealth, LLC Pgim ETF Tr Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q3 2024

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

43

Shares Held

2.91M

Call Options Held

0

Put Options Held

0

Prudential Financial Inc Newark, NJ

1.09M
Shares

$38.4 Million
0.06% of portfolio
Envestnet Asset Management Inc

268K
Shares

$9.44 Million
0.0% of portfolio
Wright Fund Management, LLC Santa Monica, CA

225K
Shares

$7.9 Million
0.37% of portfolio
Jane Street Group, LLC New York, NY

213K
Shares

$7.5 Million
0.01% of portfolio
Pfw Advisors LLC Atlanta, GA

135K
Shares

$4.74 Million
1.48% of portfolio

About PGIM ETF TR

Ticker PHYL
Sector ETFs
Industry ETFs

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