Number of Shares
170,807.00
Current Holdings Value*
$8.78 Mil
% of Portfolio
4.31%
Total Estimate Gain
$90,102.35
% of Total Estimate Gain
1.04%

Team Financial Group, LLC's PGIM Short Duration Multi-Sector Bond ETF Holding Summary

As of 2025-06-30, Team Financial Group, LLC held 170,807.00 shares of PGIM Short Duration Multi-Sector Bond ETF(PSDM), totaling $8.78 Mil. This investment constitutes 4.31% of their stock portfolio, and Team Financial Group, LLC now holds 10.48% of the outstanding PGIM Short Duration Multi-Sector Bond ETF(PSDM) stock.

The initial trade took place in 2023Q4. And since then Team Financial Group, LLC has made 7 purchases of PSDM, at an average price of $50.73, for a total of 170,807.00 shares. Based on historical transaction data and PSDM's current price of $51.26, Team Financial Group, LLC's estimated gain on his PSDM holdings is $90,102.35, reflecting a 1.04% gain to date.

Team Financial Group, LLC PSDM ($51.26) Holding Chart

Team Financial Group, LLC PSDM ($51.26) 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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