Heritage Wealth Architects, Inc. Pgim ETF Tr Total Return Bd Et Transaction History
Heritage Wealth Architects, Inc.
- $162 Billion
- Q3 2025
A detailed history of Heritage Wealth Architects, Inc. transactions in Pgim ETF Tr Total Return Bd Et stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 428,931 shares of PTRB stock, worth $18.2 Million. This represents 11.15% of its overall portfolio holdings.
Number of Shares
428,931
Previous 361,025
18.81%
Holding current value
$18.2 Million
Previous $15.1 Billion
19.86%
% of portfolio
11.15%
Previous 11.12%
Shares
3 transactions
Others Institutions Holding PTRB
# of Institutions
64Shares Held
9.02MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC1.67MShares$71 Million1.46% of portfolio
-
Envestnet Asset Management Inc1MShares$42.5 Million0.01% of portfolio
-
Howard Financial Services, Ltd.665KShares$28.2 Million3.69% of portfolio
-
Financial Advisory Service, Inc.503KShares$21.3 Million1.68% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL351KShares$14.9 Million0.01% of portfolio