Sax Wealth Advisors, LLC Pgim ETF Tr Transaction History

Sax Wealth Advisors, LLC

  • $1.63 Billion
  • Q2 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 62,805 shares of PHYL stock, worth $2.22 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
62,805
Previous 47,238 32.95%
Holding current value
$2.22 Million
Previous $1.64 Million 35.52%
% of portfolio
0.14%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$33.41 - $35.49 $520,093 - $552,472
15,567 Added 32.95%
62,805 $2.23 Million
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
95
Shares Held
8.8M
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
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