Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s PGIM Short Duration Multi-Sector Bond ETF PSDM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PSDM Stock Details PSDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,261
Closed -$215K – 2896
2024
Q2 		$215K Buy
+4,261
New +$215K ﹤0.01% 2238

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TFG
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Citadel Advisors
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services's PSDM Position: Q3 2024 in Review

Wealth Enhancement Advisory Services sold out of PGIM Short Duration Multi-Sector Bond ETF (PSDM) in Q3 2024, closing a stake of 4,261 shares — an estimated $215K sold.

Wealth Enhancement Advisory Services first reported a position in PSDM in Q2 2024 and held it in 1 quarter. The position peaked at $215K in Q2 2024. 6 funds tracked by Wall St. Rank hold PSDM as of Q3 2024.

  • Wealth Enhancement Advisory Services reported no remaining PGIM Short Duration Multi-Sector Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 4,261 PGIM Short Duration Multi-Sector Bond ETF shares in Q3 2024, an estimated $215K.
  • Wealth Enhancement Advisory Services first reported a position in PGIM Short Duration Multi-Sector Bond ETF in Q2 2024 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's PGIM Short Duration Multi-Sector Bond ETF position peaked at $215K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held PGIM Short Duration Multi-Sector Bond ETF as of Q3 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2024, filed 24 Oct 2024.