Wescott Financial Advisory Group, LLC Pgim ETF Tr Transaction History

Wescott Financial Advisory Group, LLC

$822 Million
Q3 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Pgim ETF Tr stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 6,358 shares of PULS stock, worth $315,992. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,358

Previous 6,268 1.44%

Holding current value

$315,992

Previous $311,000 1.61%

% of portfolio

0.04%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$49.47 - $49.8 $4,452 - $4,482	90 Added 1.44%	6,358 $316,000
Q2 2024 Aug 14, 2024	SELL	$49.47 - $49.75 $24,388 - $24,526	-493 Reduced 7.29%	6,268 $311,000
Q1 2024 May 13, 2024	SELL	$49.39 - $49.7 $987 - $994	-20 Reduced 0.29%	6,761 $336,000
Q4 2023 Feb 13, 2024	BUY	$49.25 - $49.6 $4,678 - $4,712	95 Added 1.42%	6,781 $334,000
Q3 2023 Nov 09, 2023	BUY	$49.2 - $49.51 $4,575 - $4,604	93 Added 1.41%	6,686 $330,000
Q2 2023 Aug 11, 2023	SELL	$49.13 - $49.41 $2,996 - $3,014	-61 Reduced 0.92%	6,593 $325,000
Q1 2023 May 10, 2023	BUY	$48.98 - $49.47 $3,526 - $3,561	72 Added 1.09%	6,654 $328,000
Q4 2022 Feb 06, 2023	SELL	$48.9 - $49.2 $173,692 - $174,758	-3,552 Reduced 35.05%	6,582 $323,000
Q3 2022 Nov 14, 2022	SELL	$48.93 - $49.17 $2.16 Million - $2.17 Million	-44,120 Reduced 81.32%	10,134 $497,000
Q2 2022 Jul 28, 2022	SELL	$49.03 - $49.24 $6.02 Million - $6.05 Million	-122,856 Reduced 69.37%	54,254 $2.66 Million
Q1 2022 May 16, 2022	BUY	$49.16 - $49.5 $8.71 Million - $8.77 Million	177,110 New	177,110 $8.72 Million

Others Institutions Holding PULS

# of Institutions

309

Shares Held

108M

Call Options Held

Put Options Held

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About PGIM ETF TR

Ticker PULS
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Wescott Financial Advisory Group, LLC Pgim ETF Tr Transaction History