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

Balboa Wealth Partners

$476 Million
Q2 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

64

Shares Held

9.03M

Call Options Held

0

Put Options Held

0

Apollon Wealth Management, LLC Mount Pleasant, SC

1.67M
Shares

$70.8 Million
1.46% of portfolio
Envestnet Asset Management Inc

1M
Shares

$42.4 Million
0.01% of portfolio
Howard Financial Services, Ltd.

665K
Shares

$28.1 Million
3.69% of portfolio
Financial Advisory Service, Inc.

503K
Shares

$21.3 Million
1.68% of portfolio
Heritage Wealth Architects, Inc. Mendota Heights, MN

429K
Shares

$18.1 Million
11.15% of portfolio

About PGIM ETF TR TOTAL RETURN BD ET

Ticker PTRB
Sector ETFs
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