Sheets Smith Wealth Management Pgim ETF Tr Total Return Bd Et Transaction History

Sheets Smith Wealth Management

$802 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 23, 2023	BUY	$39.64 - $41.47 $991 - $1,036	25 New	25 $0

Others Institutions Holding PTRB

# of Institutions

67

Shares Held

6.33M

Call Options Held

0

Put Options Held

0

Apollon Wealth Management, LLC Mount Pleasant, SC

984K
Shares

$40.4 Million
0.96% of portfolio
Howard Financial Services, Ltd.

669K
Shares

$27.5 Million
3.84% of portfolio
Integrated Wealth Concepts LLC

641K
Shares

$26.3 Million
0.32% of portfolio
Financial Advisory Service, Inc.

441K
Shares

$18.1 Million
1.62% of portfolio
Envestnet Asset Management Inc

357K
Shares

$14.7 Million
0.0% of portfolio

About PGIM ETF TR TOTAL RETURN BD ET

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