Phoenix Wealth Advisors Pgim ETF Tr Transaction History
Phoenix Wealth Advisors
- $235 Million
- Q2 2025
A detailed history of Phoenix Wealth Advisors transactions in Pgim ETF Tr stock. As of the latest transaction made, Phoenix Wealth Advisors holds 106,177 shares of PULS stock, worth $5.27 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
106,177
Previous 170,923
37.88%
Holding current value
$5.27 Million
Previous $8.5 Million
37.85%
% of portfolio
2.25%
Previous 3.74%
Shares
4 transactions
Others Institutions Holding PULS
# of Institutions
383Shares Held
164MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY32.8MShares$1.63 Billion0.13% of portfolio
-
Prudential Financial Inc Newark, NJ24.9MShares$1.24 Billion1.67% of portfolio
-
Morgan Stanley New York, NY15.1MShares$751 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC10.9MShares$542 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.38MShares$466 Million0.16% of portfolio