Beacon Pointe Wealth Advisors, LLC PULS Holdings History
Beacon Pointe Wealth Advisors, LLC's PGIM Ultra Short Bond ETF Holding Summary
As of 2019-12-31, Beacon Pointe Wealth Advisors, LLC held 345,010.00 shares of PGIM Ultra Short Bond ETF(PULS), totaling $17.27 Mil. This investment constitutes 3.27% of their stock portfolio, and Beacon Pointe Wealth Advisors, LLC now holds 0.66% of the outstanding PGIM Ultra Short Bond ETF(PULS) stock.
The initial trade took place in 2019Q1. And since then Beacon Pointe Wealth Advisors, LLC has made 3 purchases of PULS, at an average price of $50.04, for a total of 386,504.00 shares. In addition, there have been 1 sales at an average price of $50.11 for 41,494.00 shares. Based on historical transaction data and PULS's current price of $49.70, Beacon Pointe Wealth Advisors, LLC's estimated gain on his PULS holdings is $-115,841.77, reflecting a -0.60% gain to date.
Beacon Pointe Wealth Advisors, LLC PULS ($49.70) Holding Chart
Beacon Pointe Wealth Advisors, LLC PULS ($49.70) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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