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

65

Shares Held

6.18M

Call Options Held

0

Put Options Held

0

Apollon Wealth Management, LLC Mount Pleasant, SC

984K
Shares

$41 Million
0.96% of portfolio
Howard Financial Services, Ltd.

711K
Shares

$29.6 Million
4.0% of portfolio
Integrated Wealth Concepts LLC

641K
Shares

$26.7 Million
0.32% of portfolio
Financial Advisory Service, Inc.

441K
Shares

$18.4 Million
1.62% of portfolio
Envestnet Asset Management Inc

357K
Shares

$14.9 Million
0.0% of portfolio

About PGIM ETF TR TOTAL RETURN BD ET

Ticker PTRB
Sector ETFs
Industry ETFs

More about PTRB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.