Maia Wealth LLC Pgim ETF Tr Total Return Bd Et Transaction History
Maia Wealth LLC
- $465 Billion
- Q4 2024
A detailed history of Maia Wealth LLC transactions in Pgim ETF Tr Total Return Bd Et stock. As of the latest transaction made, Maia Wealth LLC holds 36,147 shares of PTRB stock, worth $1.49 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
36,147
Previous 22,111
63.48%
Holding current value
$1.49 Million
Previous $924 Million
61.31%
% of portfolio
0.32%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding PTRB
# of Institutions
63Shares Held
6.11MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC984KShares$40.7 Million0.96% of portfolio
-
Howard Financial Services, Ltd.711KShares$29.4 Million4.0% of portfolio
-
Integrated Wealth Concepts LLC641KShares$26.5 Million0.32% of portfolio
-
Financial Advisory Service, Inc.441KShares$18.2 Million1.62% of portfolio
-
Envestnet Asset Management Inc357KShares$14.8 Million0.0% of portfolio