Lakeshore Financial Planning, Inc. Pgim ETF Tr Transaction History

Lakeshore Financial Planning, Inc.

$249 Billion
Q2 2025

A detailed history of Lakeshore Financial Planning, Inc. transactions in Pgim ETF Tr stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 639,837 shares of PULS stock, worth $31.8 Million. This represents 12.8% of its overall portfolio holdings.

Number of Shares

639,837

Previous 706,620 9.45%

Holding current value

$31.8 Million

Previous $35.1 Billion 9.4%

% of portfolio

12.8%

Previous 14.64%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	SELL	$49.39 - $49.76 $3.3 Million - $3.32 Million	-66,783 Reduced 9.45%	639,837 $31.8 Billion
Q1 2025 May 15, 2025	BUY	$49.56 - $49.78 $10.8 Million - $10.8 Million	217,392 Added 44.44%	706,620 $35.1 Billion
Q4 2024 Feb 11, 2025	BUY	$49.51 - $49.79 $5.67 Million - $5.7 Million	114,581 Added 30.58%	489,228 $24.2 Billion
Q3 2024 Oct 31, 2024	BUY	$49.47 - $49.8 $6.59 Million - $6.63 Million	133,170 Added 55.15%	374,647 $18.6 Billion
Q2 2024 Jul 25, 2024	BUY	$49.47 - $49.75 $5.49 Million - $5.52 Million	110,882 Added 84.91%	241,477 $12 Billion
Q1 2024 May 10, 2024	BUY	$49.39 - $49.7 $2.19 Million - $2.2 Million	44,327 Added 51.38%	130,595 $6.49 Billion
Q3 2023 Nov 14, 2023	BUY	$49.2 - $49.51 $4.24 Million - $4.27 Million	86,268 New	86,268 $4.27 Billion

Others Institutions Holding PULS

# of Institutions

365

Shares Held

161M

Call Options Held

Put Options Held

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About PGIM ETF TR

Ticker PULS
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Industry ETFs

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Lakeshore Financial Planning, Inc. Pgim ETF Tr Transaction History