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Pgim Ultra Short Bd Etf etf/closed end- shares owned by Lakeshore Financial Planning

Quarter-by-quarter ownership of Pgim Ultra Short Bd Etf etf/closed end- (PULS) shares owned by Lakeshore Financial Planning from 13F filings

Historical chart of Lakeshore Financial Planning investment in Pgim Ultra Short Bd Etf etf/closed end-

Tip: Access up to 7 years of quarterly data

All positions including Pgim Ultra Short Bd Etf etf/closed end- held by Lakeshore Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pgim Ultra Short Bd Etf etf/closed end- by Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.3M 86k 49.49

More positions owned by Lakeshore Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Financial (XLF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Apple (AAPL)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Lakeshore Financial Planning

Top funds holding Pgim Ultra Short Bd Etf etf/closed end-

Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
Royal Bank of Canada
UBS Group
Raymond James Financial Services Advisors
Janney Montgomery Scott
Advisor Group Holdings
Crane Advisory
Flow Traders US
Commonwealth Equity Services
Raymond James & Associates
Avestar Capital
Vickerman Investment Advisors

View all funds holding Pgim Ultra Short Bd Etf etf/closed end-