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Plante Moran Financial Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Plante Moran Financial Advisors’s Portfolio PULS Stock Details PULS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-466
Closed -$23.1K – 870
2023
Q3 		$23.1K Buy
+466
New +$23K ﹤0.01% 405

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Plante Moran Financial Advisors's PULS Position: Q4 2023 in Review

Plante Moran Financial Advisors sold out of PGIM Ultra Short Bond ETF (PULS) in Q4 2023, closing a stake of 466 shares — an estimated $23.1K sold.

Plante Moran Financial Advisors first reported a position in PULS in Q3 2023 and held it in 1 quarter. The position peaked at $23.1K in Q3 2023. 251 funds tracked by Wall St. Rank hold PULS as of Q4 2023.

  • Plante Moran Financial Advisors reported no remaining PGIM Ultra Short Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 466 PGIM Ultra Short Bond ETF shares in Q4 2023, an estimated $23.1K.
  • Plante Moran Financial Advisors first reported a position in PGIM Ultra Short Bond ETF in Q3 2023 and held it in 1 quarter.
  • Plante Moran Financial Advisors's PGIM Ultra Short Bond ETF position peaked at $23.1K in Q3 2023.
  • 251 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q4 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.