Modern Wealth Management, LLC Pgim ETF Tr Total Return Bd Et Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in Pgim ETF Tr Total Return Bd Et stock. As of the latest transaction made, Modern Wealth Management, LLC holds 17,955 shares of PTRB stock, worth $743,696. This represents 0.05% of its overall portfolio holdings.
Number of Shares
17,955
Previous 15,731
14.14%
Holding current value
$743,696
Previous $649 Million
18.62%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding PTRB
# of Institutions
50Shares Held
4.79MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC925KShares$38.3 Million1.15% of portfolio
-
Howard Financial Services, Ltd.629KShares$26.1 Million3.93% of portfolio
-
Integrated Wealth Concepts LLC614KShares$25.4 Million0.34% of portfolio
-
Financial Advisory Service, Inc.374KShares$15.5 Million1.36% of portfolio
-
Envestnet Asset Management Inc328KShares$13.6 Million0.0% of portfolio