Golden State Equity Partners Pgim ETF Tr Total Return Bd Et Transaction History
Golden State Equity Partners
- $491 Million
- Q1 2025
A detailed history of Golden State Equity Partners transactions in Pgim ETF Tr Total Return Bd Et stock. As of the latest transaction made, Golden State Equity Partners holds 10,689 shares of PTRB stock, worth $442,738. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,689
Previous 9,843
8.59%
Holding current value
$442,738
Previous $403,000
10.67%
% of portfolio
0.09%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding PTRB
# of Institutions
67Shares Held
6.36MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC984KShares$40.8 Million0.96% of portfolio
-
Howard Financial Services, Ltd.669KShares$27.7 Million3.84% of portfolio
-
Integrated Wealth Concepts LLC641KShares$26.5 Million0.32% of portfolio
-
Financial Advisory Service, Inc.441KShares$18.3 Million1.62% of portfolio
-
Envestnet Asset Management Inc357KShares$14.8 Million0.0% of portfolio