Envestnet Asset Management Inc Pgim ETF Tr Total Return Bd Et Call Options Transaction History
Envestnet Asset Management Inc
- $302 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding PTRB
# of Institutions
63Shares Held
6.11MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC984KShares$40.7 Million0.96% of portfolio
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Howard Financial Services, Ltd.711KShares$29.4 Million4.0% of portfolio
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Integrated Wealth Concepts LLC641KShares$26.5 Million0.32% of portfolio
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Financial Advisory Service, Inc.441KShares$18.2 Million1.62% of portfolio
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Team Financial Group, LLC Temecula, CA262KShares$10.8 Million6.15% of portfolio