Prosperity Financial Group, Inc. Pgim ETF Tr Total Return Bd Et Transaction History
Prosperity Financial Group, Inc.
- $235 Billion
- Q2 2025
A detailed history of Prosperity Financial Group, Inc. transactions in Pgim ETF Tr Total Return Bd Et stock. As of the latest transaction made, Prosperity Financial Group, Inc. holds 71,581 shares of PTRB stock, worth $2.97 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
71,581
Previous 68,682
4.22%
Holding current value
$2.97 Million
Previous $2.87 Billion
4.45%
% of portfolio
1.27%
Previous 1.43%
Shares
2 transactions
Others Institutions Holding PTRB
# of Institutions
65Shares Held
8.49MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC1.67MShares$69.6 Million1.46% of portfolio
-
Envestnet Asset Management Inc836KShares$34.8 Million0.01% of portfolio
-
Howard Financial Services, Ltd.665KShares$27.6 Million3.69% of portfolio
-
Financial Advisory Service, Inc.474KShares$19.7 Million1.72% of portfolio
-
Heritage Wealth Architects, Inc. Mendota Heights, MN361KShares$15 Million11.12% of portfolio