Kingswood Wealth Advisors, LLC Pgim ETF Tr Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Pgim ETF Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,495 shares of PULS stock, worth $223,536. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,495
Previous 5,108
12.0%
Holding current value
$223,536
Previous $254 Million
11.86%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding PULS
# of Institutions
308Shares Held
108MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY25.3MShares$1.26 Billion0.1% of portfolio
-
Prudential Financial Inc Newark, NJ14.6MShares$724 Million1.04% of portfolio
-
Morgan Stanley New York, NY12.2MShares$609 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC6.98MShares$347 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.16MShares$306 Million0.14% of portfolio