Apollon Wealth Management, LLC Pgim ETF Tr Total Return Bd Et Transaction History
Apollon Wealth Management, LLC
- $3.45 Billion
- Q3 2024
A detailed history of Apollon Wealth Management, LLC transactions in Pgim ETF Tr Total Return Bd Et stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 925,154 shares of PTRB stock, worth $38.3 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
925,154
Previous 900,221
2.77%
Holding current value
$38.3 Million
Previous $37.1 Million
6.81%
% of portfolio
1.15%
Previous 1.15%
Shares
3 transactions
Others Institutions Holding PTRB
# of Institutions
51Shares Held
4.83MCall Options Held
0Put Options Held
0-
Howard Financial Services, Ltd.629KShares$26.1 Million3.93% of portfolio
-
Integrated Wealth Concepts LLC614KShares$25.4 Million0.34% of portfolio
-
Financial Advisory Service, Inc.374KShares$15.5 Million1.36% of portfolio
-
Envestnet Asset Management Inc328KShares$13.6 Million0.0% of portfolio
-
Team Financial Group, LLC Temecula, CA243KShares$10.1 Million6.19% of portfolio