Acorn Wealth Advisors, LLC Pgim ETF Tr Total Return Bd Et Transaction History
Acorn Wealth Advisors, LLC
- $226 Million
- Q4 2024
A detailed history of Acorn Wealth Advisors, LLC transactions in Pgim ETF Tr Total Return Bd Et stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 8,393 shares of PTRB stock, worth $348,057. This represents 0.15% of its overall portfolio holdings.
Number of Shares
8,393
Previous 9,732
13.76%
Holding current value
$348,057
Previous $417,000
17.75%
% of portfolio
0.15%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding PTRB
# of Institutions
65Shares Held
6.28MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC984KShares$40.8 Million0.96% of portfolio
-
Howard Financial Services, Ltd.711KShares$29.5 Million4.0% of portfolio
-
Integrated Wealth Concepts LLC641KShares$26.6 Million0.32% of portfolio
-
Financial Advisory Service, Inc.441KShares$18.3 Million1.62% of portfolio
-
Envestnet Asset Management Inc357KShares$14.8 Million0.0% of portfolio