Acorn Wealth Advisors, LLC Pgim ETF Tr Total Return Bd Et Transaction History
Acorn Wealth Advisors, LLC
- $251 Million
- Q2 2025
A detailed history of Acorn Wealth Advisors, LLC transactions in Pgim ETF Tr Total Return Bd Et stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 7,969 shares of PTRB stock, worth $336,052. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,969
Previous 8,649
7.86%
Holding current value
$336,052
Previous $361,000
7.76%
% of portfolio
0.13%
Previous 0.16%
Shares
7 transactions
Others Institutions Holding PTRB
# of Institutions
64Shares Held
9.03MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC1.67MShares$70.6 Million1.46% of portfolio
-
Envestnet Asset Management Inc1MShares$42.3 Million0.01% of portfolio
-
Howard Financial Services, Ltd.665KShares$28 Million3.69% of portfolio
-
Financial Advisory Service, Inc.503KShares$21.2 Million1.68% of portfolio
-
Heritage Wealth Architects, Inc. Mendota Heights, MN429KShares$18.1 Million11.15% of portfolio