Wealth Plan Partners, LLC Pgim ETF Tr Total Return Bd Et Transaction History
Wealth Plan Partners, LLC
- $591 Million
- Q3 2025
A detailed history of Wealth Plan Partners, LLC transactions in Pgim ETF Tr Total Return Bd Et stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 20,602 shares of PTRB stock, worth $867,756. This represents 0.15% of its overall portfolio holdings.
Number of Shares
20,602
Previous 20,602
-0.0%
Holding current value
$867,756
Previous $861,000
0.93%
% of portfolio
0.15%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding PTRB
# of Institutions
71Shares Held
10.6MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC1.66MShares$70 Million1.32% of portfolio
-
Envestnet Asset Management Inc1.08MShares$45.5 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL908KShares$38.2 Million0.01% of portfolio
-
Howard Financial Services, Ltd.677KShares$28.5 Million3.57% of portfolio
-
Financial Advisory Service, Inc.558KShares$23.5 Million1.72% of portfolio