Long Island Wealth Management, Inc. PBFR Holdings History
Long Island Wealth Management, Inc.'s PGIM Laddered S&P 500 Buffer 20 ETF Holding Summary
As of 2025-03-31, Long Island Wealth Management, Inc. held 168,551.00 shares of PGIM Laddered S&P 500 Buffer 20 ETF(PBFR), totaling $4.41 Mil. This investment constitutes 2.68% of their stock portfolio, and Long Island Wealth Management, Inc. now holds 11.54% of the outstanding PGIM Laddered S&P 500 Buffer 20 ETF(PBFR) stock.
The initial trade took place in 2024Q4. And since then Long Island Wealth Management, Inc. has made 1 purchases of PBFR, at an average price of $26.33, for a total of 368,018.00 shares. In addition, there have been 1 sales at an average price of $26.59 for 199,467.00 shares. Based on historical transaction data and PBFR's current price of $27.80, Long Island Wealth Management, Inc.'s estimated gain on his PBFR holdings is $299,631.39, reflecting a 3.09% gain to date.
Long Island Wealth Management, Inc. PBFR ($27.80) Holding Chart
Long Island Wealth Management, Inc. PBFR ($27.80) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
