Pine Harbor Wealth Management, LLC PAAA Holdings History
Pine Harbor Wealth Management, LLC's PGIM AAA CLO ETF Holding Summary
As of 2025-03-31, Pine Harbor Wealth Management, LLC held 490,645.00 shares of PGIM AAA CLO ETF(PAAA), totaling $25.18 Mil. This investment constitutes 10.07% of their stock portfolio, and Pine Harbor Wealth Management, LLC now holds 0.78% of the outstanding PGIM AAA CLO ETF(PAAA) stock.
The initial trade took place in 2024Q2. And since then Pine Harbor Wealth Management, LLC has made 4 purchases of PAAA, at an average price of $51.17, for a total of 490,645.00 shares. Based on historical transaction data and PAAA's current price of $51.43, Pine Harbor Wealth Management, LLC's estimated gain on his PAAA holdings is $126,308.99, reflecting a 0.50% gain to date.
Pine Harbor Wealth Management, LLC PAAA ($51.43) Holding Chart
Pine Harbor Wealth Management, LLC PAAA ($51.43) 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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