Balboa Wealth Partners Pgim ETF Tr Total Return Bd Et Transaction History

Balboa Wealth Partners

$389 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$40.33 - $41.54 $196,124 - $202,009	4,863 New	4,863 $200,000

Others Institutions Holding PTRB

# of Institutions

48

Shares Held

4.94M

Call Options Held

0

Put Options Held

0

Apollon Wealth Management, LLC Mount Pleasant, SC

925K
Shares

$38.2 Million
1.15% of portfolio
Integrated Wealth Concepts LLC

661K
Shares

$27.3 Million
0.39% of portfolio
Howard Financial Services, Ltd.

629K
Shares

$26 Million
3.93% of portfolio
Financial Advisory Service, Inc.

374K
Shares

$15.4 Million
1.36% of portfolio
Envestnet Asset Management Inc

328K
Shares

$13.5 Million
0.0% of portfolio

About PGIM ETF TR TOTAL RETURN BD ET

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