Pine Harbor Wealth Management, LLC PULS Holdings History
Pine Harbor Wealth Management, LLC's PGIM Ultra Short Bond ETF Holding Summary
As of 2025-03-31, Pine Harbor Wealth Management, LLC held 409,629.00 shares of PGIM Ultra Short Bond ETF(PULS), totaling $20.37 Mil. This investment constitutes 8.15% of their stock portfolio, and Pine Harbor Wealth Management, LLC now holds 0.18% of the outstanding PGIM Ultra Short Bond ETF(PULS) stock.
The initial trade took place in 2023Q4. And since then Pine Harbor Wealth Management, LLC has made 5 purchases of PULS, at an average price of $49.65, for a total of 409,629.00 shares. Based on historical transaction data and PULS's current price of $49.73, Pine Harbor Wealth Management, LLC's estimated gain on his PULS holdings is $36,465.22, reflecting a 0.18% gain to date.
Pine Harbor Wealth Management, LLC PULS ($49.73) Holding Chart
Pine Harbor Wealth Management, LLC PULS ($49.73) 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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