Number of Shares
281,576.00
Current Holdings Value*
$7.79 Mil
% of Portfolio
4.74%
Total Estimate Gain
$324,966.86
% of Total Estimate Gain
4.11%

Long Island Wealth Management, Inc.'s PGIM S&P 500 Buffer 20 ETF - January Holding Summary

As of 2025-03-31, Long Island Wealth Management, Inc. held 281,576.00 shares of PGIM S&P 500 Buffer 20 ETF - January(PBJA), totaling $7.79 Mil. This investment constitutes 4.74% of their stock portfolio, and Long Island Wealth Management, Inc. now holds -% of the outstanding PGIM S&P 500 Buffer 20 ETF - January(PBJA) stock.

The initial trade took place in 2025Q1. And since then Long Island Wealth Management, Inc. has made 1 purchases of PBJA, at an average price of $28.11, for a total of 281,576.00 shares. Based on historical transaction data and PBJA's current price of $29.26, Long Island Wealth Management, Inc.'s estimated gain on his PBJA holdings is $324,966.86, reflecting a 4.11% gain to date.

Long Island Wealth Management, Inc. PBJA ($29.26) Holding Chart

Long Island Wealth Management, Inc. PBJA ($29.26) 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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