Sax Wealth Advisors, LLC Pgim ETF Tr Transaction History

Sax Wealth Advisors, LLC

  • $1.37 Billion
  • Q1 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Pgim ETF Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 47,238 shares of PHYL stock, worth $1.65 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
47,238
Previous 25,754 83.42%
Holding current value
$1.65 Million
Previous $894,000 83.89%
% of portfolio
0.12%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$34.67 - $35.44 $744,850 - $761,392
21,484 Added 83.42%
47,238 $1.64 Million
Q4 2024

Jan 15, 2025
BUY
$34.74 - $35.59 $894,693 - $916,584
25,754 New
25,754 $894,000

Others Institutions Holding PHYL

# of Institutions
88
Shares Held
7.1M
Call Options Held
0
Put Options Held
0
View Full List

About PGIM ETF TR

PHYL Quotes by TradingView
  • Ticker PHYL
  • Sector ETFs
  • Industry ETFs
More about PHYL
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email