PREVAIL INNOVATIVE WEALTH ADVISORS, LLC PHM Holdings History
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's PulteGroup Inc Holding Summary
As of 2025-03-31, PREVAIL INNOVATIVE WEALTH ADVISORS, LLC held 38,354.00 shares of PulteGroup Inc(PHM), totaling $3.94 Mil. This investment constitutes 1.05% of their stock portfolio, and PREVAIL INNOVATIVE WEALTH ADVISORS, LLC now holds 0.02% of the outstanding PulteGroup Inc(PHM) stock.
The initial trade took place in 2025Q1. And since then PREVAIL INNOVATIVE WEALTH ADVISORS, LLC has made 1 purchases of PHM, at an average price of $108.01, for a total of 38,354.00 shares. Based on historical transaction data and PHM's current price of $114.27, PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's estimated gain on his PHM holdings is $240,096.04, reflecting a 5.80% gain to date.
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC PHM ($114.27) Holding Chart
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC PHM ($114.27) 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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