Mark Sheptoff Financial Planning, LLC Pgim ETF Tr Total Return Bd Et Transaction History
Mark Sheptoff Financial Planning, LLC
- $180 Million
- Q2 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Pgim ETF Tr Total Return Bd Et stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 362 shares of PTRB stock, worth $15,265. This represents 0.01% of its overall portfolio holdings.
Number of Shares
362
Previous 362
-0.0%
Holding current value
$15,265
Previous $15,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding PTRB
# of Institutions
64Shares Held
9.03MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC1.67MShares$70.6 Million1.46% of portfolio
-
Envestnet Asset Management Inc1MShares$42.3 Million0.01% of portfolio
-
Howard Financial Services, Ltd.665KShares$28 Million3.69% of portfolio
-
Financial Advisory Service, Inc.503KShares$21.2 Million1.68% of portfolio
-
Heritage Wealth Architects, Inc. Mendota Heights, MN429KShares$18.1 Million11.15% of portfolio