Wealth Plan Partners, LLC Pgim ETF Tr Total Return Bd Et Transaction History
Wealth Plan Partners, LLC
- $552 Million
- Q2 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 $858,897. This represents 0.16% of its overall portfolio holdings.
Number of Shares
20,602
Previous 20,602
-0.0%
Holding current value
$858,897
Previous $860 Million
99.9%
% of portfolio
0.16%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding PTRB
# of Institutions
66Shares Held
8.82MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC1.67MShares$69.8 Million1.46% of portfolio
-
Envestnet Asset Management Inc1MShares$41.8 Million0.01% of portfolio
-
Howard Financial Services, Ltd.665KShares$27.7 Million3.69% of portfolio
-
Financial Advisory Service, Inc.474KShares$19.8 Million1.72% of portfolio
-
Heritage Wealth Architects, Inc. Mendota Heights, MN361KShares$15.1 Million11.12% of portfolio