Concourse Financial Group Securities, Inc. Pgim ETF Tr Total Return Bd Et Call Options Transaction History

Concourse Financial Group Securities, Inc.

$0
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PTRB

# of Institutions

Shares Held

8.24M

Call Options Held

Put Options Held

Apollon Wealth Management, LLC Mount Pleasant, SC

1.39M
Shares

$58 Million
1.34% of portfolio
Envestnet Asset Management Inc

836K
Shares

$34.8 Million
0.01% of portfolio
Howard Financial Services, Ltd.

665K
Shares

$27.7 Million
3.69% of portfolio
Financial Advisory Service, Inc.

474K
Shares

$19.8 Million
1.72% of portfolio
Heritage Wealth Architects, Inc. Mendota Heights, MN

361K
Shares

$15 Million
11.12% of portfolio

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