Sheets Smith Wealth Management Pgim ETF Tr Fltg Rate Income E Transaction History
Sheets Smith Wealth Management
- $832 Million
- Q2 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 17,946 shares of PFRL stock, worth $896,402. This represents 0.11% of its overall portfolio holdings.
Number of Shares
17,946
Previous 19,196
6.51%
Holding current value
$896,402
Previous $958,000
6.26%
% of portfolio
0.11%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding PFRL
# of Institutions
26Shares Held
1.81MCall Options Held
0Put Options Held
0-
Arete Wealth Advisors, LLC Chicago, IL704KShares$35.2 Million0.13% of portfolio
-
Prudential Financial Inc Newark, NJ584KShares$29.1 Million0.04% of portfolio
-
Moody National Bank Trust Division125KShares$6.25 Million0.59% of portfolio
-
Wealth Enhancement Advisory Services, LLC107KShares$5.33 Million0.01% of portfolio
-
Rovin Capital67.8KShares$3.39 Million1.03% of portfolio