Summit Financial Strategies, Inc. Pgim ETF Tr Transaction History

Summit Financial Strategies, Inc.

  • $1.08 Billion
  • Q3 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Pgim ETF Tr stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 12,695 shares of PULS stock, worth $631,322. This represents 0.06% of its overall portfolio holdings.

Number of Shares
12,695
Previous 11,701 8.5%
Holding current value
$631,322
Previous $582,000 8.59%
% of portfolio
0.06%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$49.58 - $49.83 $49,282 - $49,531
994 Added 8.5%
12,695 $632,000
Q2 2025

Jul 17, 2025
BUY
$49.39 - $49.76 $216,772 - $218,396
4,389 Added 60.02%
11,701 $582,000
Q1 2025

May 12, 2025
BUY
$49.56 - $49.78 $362,382 - $363,991
7,312 New
7,312 $363,000

Others Institutions Holding PULS

# of Institutions
394
Shares Held
165M
Call Options Held
0
Put Options Held
0
View Full List

About PGIM ETF TR

PULS Quotes by TradingView
  • Ticker PULS
  • Sector ETFs
  • Industry ETFs
More about PULS
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