Number of Shares
160,996.00
Current Holdings Value*
$7.99 Mil
% of Portfolio
1.57%
Total Estimate Gain
$8,165.76
% of Total Estimate Gain
0.10%

Marshall Financial Group, LLC's PGIM Ultra Short Bond ETF Holding Summary

As of 2025-06-30, Marshall Financial Group, LLC held 160,996.00 shares of PGIM Ultra Short Bond ETF(PULS), totaling $7.99 Mil. This investment constitutes 1.57% of their stock portfolio, and Marshall Financial Group, LLC now holds 0.07% of the outstanding PGIM Ultra Short Bond ETF(PULS) stock.

The initial trade took place in 2025Q1. And since then Marshall Financial Group, LLC has made 2 purchases of PULS, at an average price of $49.65, for a total of 160,996.00 shares. Based on historical transaction data and PULS's current price of $49.70, Marshall Financial Group, LLC's estimated gain on his PULS holdings is $8,165.76, reflecting a 0.10% gain to date.

Marshall Financial Group, LLC PULS ($49.70) Holding Chart

Marshall Financial Group, 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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