Insight Wealth Partners, LLC PULS Holdings History
Insight Wealth Partners, LLC's PGIM Ultra Short Bond ETF Holding Summary
As of 2025-03-31, Insight Wealth Partners, LLC held 19,664.00 shares of PGIM Ultra Short Bond ETF(PULS), totaling $977,890.00. This investment constitutes 0.16% of their stock portfolio, and Insight Wealth Partners, LLC now holds 0.01% of the outstanding PGIM Ultra Short Bond ETF(PULS) stock.
The initial trade took place in 2023Q2. And since then Insight Wealth Partners, LLC has made 2 purchases of PULS, at an average price of $48.95, for a total of 47,729.00 shares. In addition, there have been 5 sales at an average price of $49.44 for 28,065.00 shares. Based on historical transaction data and PULS's current price of $49.70, Insight Wealth Partners, LLC's estimated gain on his PULS holdings is $28,431.91, reflecting a 1.22% gain to date.
Insight Wealth Partners, LLC PULS ($49.70) Holding Chart
Insight Wealth Partners, 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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