Twin Peaks Wealth Advisors, LLC Pgim ETF Tr Total Return Bd Et Transaction History

Twin Peaks Wealth Advisors, LLC

  • $237 Billion
  • Q4 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 20,712 shares of PTRB stock, worth $865,968. This represents 0.36% of its overall portfolio holdings.

Number of Shares
20,712
Previous 18,194 13.84%
Holding current value
$865,968
Previous $780 Million 8.79%
% of portfolio
0.36%
Previous 0.36%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$40.84 - $42.74 $102,835 - $107,619
2,518 Added 13.84%
20,712 $848 Million
Q3 2024

Oct 25, 2024
BUY
$40.83 - $43.12 $19,394 - $20,482
475 Added 2.68%
18,194 $780 Million
Q2 2024

Jul 31, 2024
BUY
$40.33 - $41.54 $1,451 - $1,495
36 Added 0.2%
17,719 $731 Million
Q1 2024

Apr 23, 2024
BUY
$41.07 - $41.99 $335,993 - $343,520
8,181 Added 86.1%
17,683 $736 Million
Q4 2023

Jan 17, 2024
BUY
$38.67 - $42.07 $367,442 - $399,749
9,502 New
9,502 $399 Million

Others Institutions Holding PTRB

# of Institutions
65
Shares Held
6.28M
Call Options Held
0
Put Options Held
0
View Full List

About PGIM ETF TR TOTAL RETURN BD ET

PTRB Quotes by TradingView
  • Ticker PTRB
  • Sector ETFs
  • Industry ETFs
More about PTRB
Track This Portfolio

Track Twin Peaks Wealth Advisors, LLC Portfolio

Follow Twin Peaks Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Twin Peaks Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twin Peaks Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email