Silver Oak Wealth Management LLC Pgim ETF Tr Total Return Bd Et Transaction History
Silver Oak Wealth Management LLC
- $446 Billion
- Q3 2024
A detailed history of Silver Oak Wealth Management LLC transactions in Pgim ETF Tr Total Return Bd Et stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 16,547 shares of PTRB stock, worth $685,376. This represents 0.16% of its overall portfolio holdings.
Number of Shares
16,547
Previous 14,629
13.11%
Holding current value
$685,376
Previous $603 Million
17.55%
% of portfolio
0.16%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding PTRB
# of Institutions
51Shares Held
4.83MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC925KShares$38.3 Million1.15% of portfolio
-
Howard Financial Services, Ltd.629KShares$26.1 Million3.93% of portfolio
-
Integrated Wealth Concepts LLC614KShares$25.4 Million0.34% of portfolio
-
Financial Advisory Service, Inc.374KShares$15.5 Million1.36% of portfolio
-
Envestnet Asset Management Inc328KShares$13.6 Million0.0% of portfolio