Sheets Smith Wealth Management Pgim ETF Tr Fltg Rate Income E Transaction History
Sheets Smith Wealth Management
- $856 Million
- Q3 2025
A detailed history of Sheets Smith Wealth Management transactions in Pgim ETF Tr Fltg Rate Income E stock. As of the latest transaction made, Sheets Smith Wealth Management holds 18,913 shares of PFRL stock, worth $938,841. This represents 0.11% of its overall portfolio holdings.
Number of Shares
18,913
Previous 17,946
5.39%
Holding current value
$938,841
Previous $898,000
5.57%
% of portfolio
0.11%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding PFRL
# of Institutions
30Shares Held
1.74MCall Options Held
0Put Options Held
0-
Arete Wealth Advisors, LLC Chicago, IL603KShares$29.9 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ584KShares$29 Million0.04% of portfolio
-
Moody National Bank Trust Division126KShares$6.27 Million0.55% of portfolio
-
Wealth Enhancement Advisory Services, LLC107KShares$5.29 Million0.01% of portfolio
-
Rovin Capital67.8KShares$3.37 Million1.03% of portfolio