Global Wealth Strategies & Associates Pgim ETF Tr Total Return Bd Et Transaction History

Global Wealth Strategies & Associates

$349 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 02, 2025	BUY	$40.5 - $42.02 $11,542 - $11,975	285 New	285 $11.9 Million

Others Institutions Holding PTRB

# of Institutions

65

Shares Held

8.23M

Call Options Held

0

Put Options Held

0

Apollon Wealth Management, LLC Mount Pleasant, SC

1.67M
Shares

$69.6 Million
1.46% of portfolio
Envestnet Asset Management Inc

836K
Shares

$34.8 Million
0.01% of portfolio
Howard Financial Services, Ltd.

665K
Shares

$27.6 Million
3.69% of portfolio
Financial Advisory Service, Inc.

474K
Shares

$19.7 Million
1.72% of portfolio
Heritage Wealth Architects, Inc. Mendota Heights, MN

361K
Shares

$15 Million
11.12% of portfolio

About PGIM ETF TR TOTAL RETURN BD ET

Ticker PTRB
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