Wealth Plan Partners, LLC Pgim ETF Tr Total Return Bd Et Put Options Transaction History

Wealth Plan Partners, LLC

$709 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding PTRB

# of Institutions

65

Shares Held

7.81M

Call Options Held

0

Put Options Held

0

Apollon Wealth Management, LLC Mount Pleasant, SC

1.39M
Shares

$56.8 Million
1.34% of portfolio
Envestnet Asset Management Inc

836K
Shares

$34.1 Million
0.01% of portfolio
Howard Financial Services, Ltd.

669K
Shares

$27.3 Million
3.84% of portfolio
Financial Advisory Service, Inc.

474K
Shares

$19.4 Million
1.72% of portfolio
Heritage Wealth Architects, Inc. Mendota Heights, MN

365K
Shares

$14.9 Million
14.8% of portfolio

About PGIM ETF TR TOTAL RETURN BD ET

Ticker PTRB
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