Balboa Wealth Partners Pgim ETF Tr Total Return Bd Et Transaction History

Balboa Wealth Partners

$422 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$40.33 - $41.54 $196,124 - $202,009	4,863 New	4,863 $200,000

Others Institutions Holding PTRB

# of Institutions

66

Shares Held

6.14M

Call Options Held

0

Put Options Held

0

Apollon Wealth Management, LLC Mount Pleasant, SC

984K
Shares

$41 Million
0.96% of portfolio
Howard Financial Services, Ltd.

669K
Shares

$27.9 Million
3.84% of portfolio
Integrated Wealth Concepts LLC

641K
Shares

$26.7 Million
0.32% of portfolio
Financial Advisory Service, Inc.

441K
Shares

$18.4 Million
1.62% of portfolio
Envestnet Asset Management Inc

357K
Shares

$14.9 Million
0.0% of portfolio

About PGIM ETF TR TOTAL RETURN BD ET

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