Heritage Wealth Architects, Inc. Pgim ETF Tr Total Return Bd Et Transaction History
Heritage Wealth Architects, Inc.
- $103 Billion
- Q1 2025
A detailed history of Heritage Wealth Architects, Inc. transactions in Pgim ETF Tr Total Return Bd Et stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 364,767 shares of PTRB stock, worth $15.2 Million. This represents 14.8% of its overall portfolio holdings.
Number of Shares
364,767Holding current value
$15.2 Million% of portfolio
14.8%Shares
1 transactions
Others Institutions Holding PTRB
# of Institutions
65Shares Held
7.81MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC1.39MShares$57.9 Million1.34% of portfolio
-
Envestnet Asset Management Inc836KShares$34.8 Million0.01% of portfolio
-
Howard Financial Services, Ltd.669KShares$27.8 Million3.84% of portfolio
-
Financial Advisory Service, Inc.474KShares$19.7 Million1.72% of portfolio
-
Commonwealth Equity Services, LLC325KShares$13.5 Million0.02% of portfolio