Richards, Merrill & Peterson, Inc. Pgim ETF Tr Total Return Bd Et Transaction History
Richards, Merrill & Peterson, Inc.
- $210 Billion
- Q2 2025
A detailed history of Richards, Merrill & Peterson, Inc. transactions in Pgim ETF Tr Total Return Bd Et stock. As of the latest transaction made, Richards, Merrill & Peterson, Inc. holds 50,993 shares of PTRB stock, worth $2.16 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
50,993
Previous 37,575
35.71%
Holding current value
$2.16 Million
Previous $1.57 Billion
36.0%
% of portfolio
1.01%
Previous 0.82%
Shares
3 transactions
Others Institutions Holding PTRB
# of Institutions
64Shares Held
9.02MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC1.67MShares$71 Million1.46% of portfolio
-
Envestnet Asset Management Inc1MShares$42.5 Million0.01% of portfolio
-
Howard Financial Services, Ltd.665KShares$28.2 Million3.69% of portfolio
-
Financial Advisory Service, Inc.503KShares$21.3 Million1.68% of portfolio
-
Heritage Wealth Architects, Inc. Mendota Heights, MN429KShares$18.2 Million11.15% of portfolio