Pinnacle Financial Group, LLC Pgim ETF Tr Total Return Bd Et Transaction History
Pinnacle Financial Group, LLC
- $291 Million
- Q2 2025
A detailed history of Pinnacle Financial Group, LLC transactions in Pgim ETF Tr Total Return Bd Et stock. As of the latest transaction made, Pinnacle Financial Group, LLC holds 50,309 shares of PTRB stock, worth $2.1 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
50,309
Previous 41,101
22.4%
Holding current value
$2.1 Million
Previous $1.72 Million
22.68%
% of portfolio
0.72%
Previous 0.63%
Shares
4 transactions
Others Institutions Holding PTRB
# of Institutions
66Shares Held
8.82MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC1.67MShares$69.8 Million1.46% of portfolio
-
Envestnet Asset Management Inc1MShares$41.8 Million0.01% of portfolio
-
Howard Financial Services, Ltd.665KShares$27.7 Million3.69% of portfolio
-
Financial Advisory Service, Inc.474KShares$19.8 Million1.72% of portfolio
-
Heritage Wealth Architects, Inc. Mendota Heights, MN361KShares$15.1 Million11.12% of portfolio