Twin Peaks Wealth Advisors, LLC Pgim ETF Tr Total Return Bd Et Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Pgim ETF Tr Total Return Bd Et stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 18,194 shares of PTRB stock, worth $753,595. This represents 0.36% of its overall portfolio holdings.
Number of Shares
18,194
Previous 17,719
2.68%
Holding current value
$753,595
Previous $731 Million
6.71%
% of portfolio
0.36%
Previous 0.36%
Shares
4 transactions
Others Institutions Holding PTRB
# of Institutions
51Shares Held
4.83MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC925KShares$38.3 Million1.15% of portfolio
-
Howard Financial Services, Ltd.629KShares$26.1 Million3.93% of portfolio
-
Integrated Wealth Concepts LLC614KShares$25.4 Million0.34% of portfolio
-
Financial Advisory Service, Inc.374KShares$15.5 Million1.36% of portfolio
-
Envestnet Asset Management Inc328KShares$13.6 Million0.0% of portfolio