Phoenix Wealth Advisors PULS Holdings History
Number of Shares
170,923.00
Current Holdings Value*
$8.50 Mil
% of Portfolio
3.7%
Total Estimate Gain
$-10,946.29
% of Total Estimate Gain
-0.13%
Phoenix Wealth Advisors's PGIM Ultra Short Bond ETF Holding Summary
As of 2025-03-31, Phoenix Wealth Advisors held 170,923.00 shares of PGIM Ultra Short Bond ETF(PULS), totaling $8.50 Mil. This investment constitutes 3.7% of their stock portfolio, and Phoenix Wealth Advisors now holds 0.08% of the outstanding PGIM Ultra Short Bond ETF(PULS) stock.
The initial trade took place in 2024Q3. And since then Phoenix Wealth Advisors has made 3 purchases of PULS, at an average price of $49.66, for a total of 170,923.00 shares. Based on historical transaction data and PULS's current price of $49.60, Phoenix Wealth Advisors's estimated gain on his PULS holdings is $-10,946.29, reflecting a -0.13% gain to date.
Phoenix Wealth Advisors PULS ($49.60) Holding Chart
Phoenix Wealth Advisors PULS ($49.60) 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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