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Heritage Oak Wealth Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio PULS Stock Details PULS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-168,006
Closed -$8.35M – 197
2024
Q2 		$8.35M Buy
+168,006
New +$8.35M 4.22% 5