Silver Oak Wealth Management LLC Pgim ETF Tr Total Return Bd Et Call Options Transaction History
Silver Oak Wealth Management LLC
- $403 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding PTRB
# of Institutions
31Shares Held
3.44MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC825KShares$34.1 Million1.09% of portfolio
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Integrated Wealth Concepts LLC614KShares$25.4 Million0.38% of portfolio
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Prudential Financial Inc Newark, NJ470KShares$19.4 Million0.03% of portfolio
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Howard Financial Services, Ltd.457KShares$18.9 Million3.28% of portfolio
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Team Financial Group, LLC Temecula, CA206KShares$8.51 Million5.76% of portfolio