Kelman Lazarov, Inc. Pgim ETF Tr Total Return Bd Et Transaction History
Kelman Lazarov, Inc.
- $507 Million
- Q4 2024
A detailed history of Kelman Lazarov, Inc. transactions in Pgim ETF Tr Total Return Bd Et stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 19,048 shares of PTRB stock, worth $800,396. This represents 0.15% of its overall portfolio holdings.
Number of Shares
19,048
Previous 18,189
4.72%
Holding current value
$800,396
Previous $779,000
0.13%
% of portfolio
0.15%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding PTRB
# of Institutions
65Shares Held
6.18MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC984KShares$41.4 Million0.96% of portfolio
-
Howard Financial Services, Ltd.711KShares$29.9 Million4.0% of portfolio
-
Integrated Wealth Concepts LLC641KShares$26.9 Million0.32% of portfolio
-
Financial Advisory Service, Inc.441KShares$18.5 Million1.62% of portfolio
-
Envestnet Asset Management Inc357KShares$15 Million0.0% of portfolio