Integrated Wealth Concepts LLC Pgim ETF Tr Total Return Bd Et Call Options Transaction History
Integrated Wealth Concepts LLC
- $7.83 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding PTRB
# of Institutions
51Shares Held
4.83MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC925KShares$38.3 Million1.15% of portfolio
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Howard Financial Services, Ltd.629KShares$26.1 Million3.93% of portfolio
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Financial Advisory Service, Inc.374KShares$15.5 Million1.36% of portfolio
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Envestnet Asset Management Inc328KShares$13.6 Million0.0% of portfolio
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Team Financial Group, LLC Temecula, CA243KShares$10.1 Million6.19% of portfolio