Pfg Private Wealth Management, LLC Pgim ETF Tr Total Return Bd Et Transaction History

Pfg Private Wealth Management, LLC

$199 Million
Q4 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 06, 2025	BUY	$41.18 - $42.48 $7.52 Million - $7.76 Million	182,656 New	182,656 $7.71 Million

Others Institutions Holding PTRB

# of Institutions

71

Shares Held

10.6M

Call Options Held

0

Put Options Held

0

Apollon Wealth Management, LLC Mount Pleasant, SC

1.66M
Shares

$70 Million
1.32% of portfolio
Envestnet Asset Management Inc

1.08M
Shares

$45.5 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

908K
Shares

$38.2 Million
0.01% of portfolio
Howard Financial Services, Ltd.

733K
Shares

$30.9 Million
3.72% of portfolio
Financial Advisory Service, Inc.

558K
Shares

$23.5 Million
1.72% of portfolio

About PGIM ETF TR TOTAL RETURN BD ET

Ticker PTRB
Sector ETFs
Industry ETFs

More about PTRB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pfg Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pfg Private Wealth Management, LLC with notifications on news.