Kingswood Wealth Advisors, LLC Pgim ETF Tr Total Return Bd Et Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Pgim ETF Tr Total Return Bd Et stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 6,546 shares of PTRB stock, worth $268,844. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,546Holding current value
$268,844% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding PTRB
# of Institutions
54Shares Held
5.16MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC925KShares$38 Million1.15% of portfolio
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Howard Financial Services, Ltd.711KShares$29.2 Million4.0% of portfolio
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Integrated Wealth Concepts LLC614KShares$25.2 Million0.34% of portfolio
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Financial Advisory Service, Inc.374KShares$15.3 Million1.36% of portfolio
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Envestnet Asset Management Inc328KShares$13.5 Million0.0% of portfolio