Acorn Wealth Advisors, LLC Pgim ETF Tr Total Return Bd Et Transaction History
Acorn Wealth Advisors, LLC
- $220 Million
- Q3 2024
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 9,732 shares of PTRB stock, worth $400,569. This represents 0.19% of its overall portfolio holdings.
Number of Shares
9,732
Previous 8,431
15.43%
Holding current value
$400,569
Previous $347,000
20.17%
% of portfolio
0.19%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding PTRB
# of Institutions
51Shares Held
4.83MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC925KShares$38.1 Million1.15% of portfolio
-
Howard Financial Services, Ltd.629KShares$25.9 Million3.93% of portfolio
-
Integrated Wealth Concepts LLC614KShares$25.3 Million0.34% of portfolio
-
Financial Advisory Service, Inc.374KShares$15.4 Million1.36% of portfolio
-
Envestnet Asset Management Inc328KShares$13.5 Million0.0% of portfolio