Integrated Wealth Concepts LLC Pgim ETF Tr Total Return Bd Et Transaction History
Integrated Wealth Concepts LLC
- $6.69 Billion
- Q1 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Pgim ETF Tr Total Return Bd Et stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 613,541 shares of PTRB stock, worth $25.2 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
613,541
Previous 398,187
54.08%
Holding current value
$25.2 Million
Previous $16.7 Million
52.8%
% of portfolio
0.38%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding PTRB
# of Institutions
31Shares Held
3.44MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC825KShares$33.9 Million1.09% of portfolio
-
Prudential Financial Inc Newark, NJ470KShares$19.3 Million0.03% of portfolio
-
Howard Financial Services, Ltd.457KShares$18.8 Million3.28% of portfolio
-
Team Financial Group, LLC Temecula, CA206KShares$8.47 Million5.76% of portfolio
-
Armor Investment Advisors, LLC126KShares$5.18 Million2.54% of portfolio