Genesis Private Wealth, LLC Pgim ETF Tr Total Return Bd Et Transaction History
Genesis Private Wealth, LLC
- $181 Billion
- Q4 2024
A detailed history of Genesis Private Wealth, LLC transactions in Pgim ETF Tr Total Return Bd Et stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 189,923 shares of PTRB stock, worth $7.79 Million. This represents 4.29% of its overall portfolio holdings.
Number of Shares
189,923Holding current value
$7.79 Million% of portfolio
4.29%Shares
1 transactions
Others Institutions Holding PTRB
# of Institutions
51Shares Held
5.1MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC925KShares$37.9 Million1.15% of portfolio
-
Howard Financial Services, Ltd.711KShares$29.2 Million4.0% of portfolio
-
Integrated Wealth Concepts LLC614KShares$25.2 Million0.34% of portfolio
-
Financial Advisory Service, Inc.374KShares$15.3 Million1.36% of portfolio
-
Envestnet Asset Management Inc328KShares$13.4 Million0.0% of portfolio