Summit Wealth Group LLC / CO Pgim ETF Tr Total Return Bd Et Transaction History
Summit Wealth Group LLC / CO
- $398 Billion
- Q2 2025
A detailed history of Summit Wealth Group LLC / CO transactions in Pgim ETF Tr Total Return Bd Et stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 7,504 shares of PTRB stock, worth $316,443. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,504Holding current value
$316,443% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding PTRB
# of Institutions
64Shares Held
9.03MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC1.67MShares$70.6 Million1.46% of portfolio
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Envestnet Asset Management Inc1MShares$42.3 Million0.01% of portfolio
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Howard Financial Services, Ltd.665KShares$28 Million3.69% of portfolio
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Financial Advisory Service, Inc.503KShares$21.2 Million1.68% of portfolio
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Heritage Wealth Architects, Inc. Mendota Heights, MN429KShares$18.1 Million11.15% of portfolio