Twin Peaks Wealth Advisors, LLC Pgim ETF Tr Total Return Bd Et Transaction History
Twin Peaks Wealth Advisors, LLC
- $220 Billion
- Q1 2025
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 19,148 shares of PTRB stock, worth $790,812. This represents 0.36% of its overall portfolio holdings.
Number of Shares
19,148
Previous 20,712
7.55%
Holding current value
$790,812
Previous $848 Million
7.28%
% of portfolio
0.36%
Previous 0.36%
Shares
6 transactions
Others Institutions Holding PTRB
# of Institutions
65Shares Held
7.91MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC1.39MShares$57.5 Million1.34% of portfolio
-
Envestnet Asset Management Inc836KShares$34.5 Million0.01% of portfolio
-
Howard Financial Services, Ltd.669KShares$27.6 Million3.84% of portfolio
-
Financial Advisory Service, Inc.474KShares$19.6 Million1.72% of portfolio
-
Heritage Wealth Architects, Inc. Mendota Heights, MN365KShares$15.1 Million14.8% of portfolio