JIM SAULNIER & ASSOCIATES, LLC PBMR Holdings History
Number of Shares
75,567.00
Current Holdings Value*
$2.08 Mil
% of Portfolio
1.63%
Total Estimate Gain
$113,331.43
% of Total Estimate Gain
5.45%
JIM SAULNIER & ASSOCIATES, LLC's PGIM S&P 500 Buffer 20 ETF - March Holding Summary
As of 2025-03-31, JIM SAULNIER & ASSOCIATES, LLC held 75,567.00 shares of PGIM S&P 500 Buffer 20 ETF - March(PBMR), totaling $2.08 Mil. This investment constitutes 1.63% of their stock portfolio, and JIM SAULNIER & ASSOCIATES, LLC now holds 16.79% of the outstanding PGIM S&P 500 Buffer 20 ETF - March(PBMR) stock.
The initial trade took place in 2024Q3. And since then JIM SAULNIER & ASSOCIATES, LLC has made 1 purchases of PBMR, at an average price of $27.53, for a total of 75,567.00 shares. Based on historical transaction data and PBMR's current price of $29.03, JIM SAULNIER & ASSOCIATES, LLC's estimated gain on his PBMR holdings is $113,331.43, reflecting a 5.45% gain to date.
JIM SAULNIER & ASSOCIATES, LLC PBMR ($29.03) Holding Chart
JIM SAULNIER & ASSOCIATES, LLC PBMR ($29.03) 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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