Genesis Private Wealth, LLC Pgim ETF Tr Total Return Bd Et Transaction History
Genesis Private Wealth, LLC
- $189 Billion
- Q1 2025
A detailed history of Genesis Private Wealth, LLC transactions in Pgim ETF Tr Total Return Bd Et stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 198,427 shares of PTRB stock, worth $8.2 Million. This represents 4.39% of its overall portfolio holdings.
Number of Shares
198,427
Previous 189,923
4.48%
Holding current value
$8.2 Million
Previous $7.78 Billion
6.47%
% of portfolio
4.39%
Previous 4.29%
Shares
2 transactions
Others Institutions Holding PTRB
# of Institutions
65Shares Held
7.91MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC1.39MShares$57.5 Million1.34% of portfolio
-
Envestnet Asset Management Inc836KShares$34.5 Million0.01% of portfolio
-
Howard Financial Services, Ltd.669KShares$27.6 Million3.84% of portfolio
-
Financial Advisory Service, Inc.474KShares$19.6 Million1.72% of portfolio
-
Heritage Wealth Architects, Inc. Mendota Heights, MN365KShares$15.1 Million14.8% of portfolio