Smallwood Wealth Investment Management, LLC Pgim ETF Tr Transaction History
Smallwood Wealth Investment Management, LLC
- $137 Million
- Q3 2024
A detailed history of Smallwood Wealth Investment Management, LLC transactions in Pgim ETF Tr stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 105,956 shares of PULS stock, worth $5.27 Million. This represents 3.85% of its overall portfolio holdings.
Number of Shares
105,956
Previous 96,659
9.62%
Holding current value
$5.27 Million
Previous $4.8 Million
9.81%
% of portfolio
3.85%
Previous 3.8%
Shares
9 transactions
Others Institutions Holding PULS
# of Institutions
307Shares 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$723 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