Correct Capital Wealth Management Pgim ETF Tr Total Return Bd Et Transaction History
Correct Capital Wealth Management
- $325 Million
- Q2 2024
A detailed history of Correct Capital Wealth Management transactions in Pgim ETF Tr Total Return Bd Et stock. As of the latest transaction made, Correct Capital Wealth Management holds 187,393 shares of PTRB stock, worth $7.71 Million. This represents 2.38% of its overall portfolio holdings.
Number of Shares
187,393
Previous 163,567
14.57%
Holding current value
$7.71 Million
Previous $6.8 Million
13.58%
% of portfolio
2.38%
Previous 1.93%
Shares
3 transactions
Others Institutions Holding PTRB
# of Institutions
51Shares Held
4.83MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC925KShares$38.1 Million1.15% of portfolio
-
Howard Financial Services, Ltd.629KShares$25.9 Million3.93% of portfolio
-
Integrated Wealth Concepts LLC614KShares$25.3 Million0.34% of portfolio
-
Financial Advisory Service, Inc.374KShares$15.4 Million1.36% of portfolio
-
Envestnet Asset Management Inc328KShares$13.5 Million0.0% of portfolio