Financial Advisory Service, Inc. Pgim ETF Tr Total Return Bd Et Transaction History
Financial Advisory Service, Inc.
- $1.37 Billion
- Q3 2025
A detailed history of Financial Advisory Service, Inc. transactions in Pgim ETF Tr Total Return Bd Et stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 557,927 shares of PTRB stock, worth $23.5 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
557,927
Previous 503,436
10.82%
Holding current value
$23.5 Million
Previous $21.1 Million
11.81%
% of portfolio
1.72%
Previous 1.68%
Shares
8 transactions
Others Institutions Holding PTRB
# of Institutions
71Shares Held
10.6MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC1.66MShares$70 Million1.32% of portfolio
-
Envestnet Asset Management Inc1.08MShares$45.5 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL908KShares$38.2 Million0.01% of portfolio
-
Howard Financial Services, Ltd.677KShares$28.5 Million3.57% of portfolio
-
Advisory Resource Group455KShares$19.2 Million4.43% of portfolio