Pfg Private Wealth Management, LLC Pgim ETF Tr Total Return Bd Et Call Options Transaction History
Pfg Private Wealth Management, LLC
- $207 Million
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding PTRB
# of Institutions
71Shares Held
10.6MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC1.66MShares$70 Million1.32% of portfolio
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Envestnet Asset Management Inc1.08MShares$45.5 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL908KShares$38.2 Million0.01% of portfolio
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Howard Financial Services, Ltd.677KShares$28.5 Million3.57% of portfolio
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Financial Advisory Service, Inc.558KShares$23.5 Million1.72% of portfolio