Number of Shares
28,286.00
Current Holdings Value*
$1.41 Mil
% of Portfolio
0.11%
Total Estimate Gain
$28,125.11
% of Total Estimate Gain
0.28%

WCG Wealth Advisors LLC's PGIM Ultra Short Bond ETF Holding Summary

As of 2025-03-31, WCG Wealth Advisors LLC held 28,286.00 shares of PGIM Ultra Short Bond ETF(PULS), totaling $1.41 Mil. This investment constitutes 0.11% of their stock portfolio, and WCG Wealth Advisors LLC now holds 0.01% of the outstanding PGIM Ultra Short Bond ETF(PULS) stock.

The initial trade took place in 2023Q3. And since then WCG Wealth Advisors LLC has made 4 purchases of PULS, at an average price of $49.51, for a total of 201,219.00 shares. In addition, there have been 3 sales at an average price of $49.64 for 172,933.00 shares. Based on historical transaction data and PULS's current price of $49.70, WCG Wealth Advisors LLC's estimated gain on his PULS holdings is $28,125.11, reflecting a 0.28% gain to date.

WCG Wealth Advisors LLC PULS ($49.70) Holding Chart

WCG Wealth Advisors LLC PULS ($49.70) 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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