Bank Of Montreal Pgim ETF Tr Total Return Bd Et Transaction History

Bank Of Montreal

$214 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Jun 13, 2024	BUY	$40.72 - $42.62 $251,446 - $263,178	6,175 New	6,175 $259,000

Others Institutions Holding PTRB

# of Institutions

50

Shares Held

4.79M

Call Options Held

0

Put Options Held

0

Apollon Wealth Management, LLC Mount Pleasant, SC

925K
Shares

$38.3 Million
1.15% of portfolio
Howard Financial Services, Ltd.

629K
Shares

$26.1 Million
3.93% of portfolio
Integrated Wealth Concepts LLC

614K
Shares

$25.4 Million
0.34% of portfolio
Financial Advisory Service, Inc.

374K
Shares

$15.5 Million
1.36% of portfolio
Envestnet Asset Management Inc

328K
Shares

$13.6 Million
0.0% of portfolio

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