EverSource Wealth Advisors, LLC PAAA Holdings History
EverSource Wealth Advisors, LLC's PGIM AAA CLO ETF Holding Summary
As of 2025-03-31, EverSource Wealth Advisors, LLC held 245,892.00 shares of PGIM AAA CLO ETF(PAAA), totaling $12.62 Mil. This investment constitutes 0.7% of their stock portfolio, and EverSource Wealth Advisors, LLC now holds 0.39% of the outstanding PGIM AAA CLO ETF(PAAA) stock.
The initial trade took place in 2025Q1. And since then EverSource Wealth Advisors, LLC has made 1 purchases of PAAA, at an average price of $51.33, for a total of 245,892.00 shares. Based on historical transaction data and PAAA's current price of $51.35, EverSource Wealth Advisors, LLC's estimated gain on his PAAA holdings is $4,917.84, reflecting a 0.04% gain to date.
EverSource Wealth Advisors, LLC PAAA ($51.35) Holding Chart
EverSource Wealth Advisors, LLC PAAA ($51.35) 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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