Richards, Merrill & Peterson, Inc. Pgim ETF Tr Total Return Bd Et Transaction History
Richards, Merrill & Peterson, Inc.
- $192 Billion
- Q1 2025
A detailed history of Richards, Merrill & Peterson, Inc. transactions in Pgim ETF Tr Total Return Bd Et stock. As of the latest transaction made, Richards, Merrill & Peterson, Inc. holds 37,575 shares of PTRB stock, worth $1.55 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
37,575
Previous 20,785
80.78%
Holding current value
$1.55 Million
Previous $851 Million
84.22%
% of portfolio
0.82%
Previous 0.44%
Shares
2 transactions
Others Institutions Holding PTRB
# of Institutions
65Shares Held
7.91MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC1.39MShares$57.5 Million1.34% of portfolio
-
Envestnet Asset Management Inc836KShares$34.5 Million0.01% of portfolio
-
Howard Financial Services, Ltd.669KShares$27.6 Million3.84% of portfolio
-
Financial Advisory Service, Inc.474KShares$19.6 Million1.72% of portfolio
-
Heritage Wealth Architects, Inc. Mendota Heights, MN365KShares$15.1 Million14.8% of portfolio