Howard Financial Services, Ltd. Pgim ETF Tr Total Return Bd Et Transaction History
Howard Financial Services, Ltd.
- $686 Million
- Q3 2024
A detailed history of Howard Financial Services, Ltd. transactions in Pgim ETF Tr Total Return Bd Et stock. As of the latest transaction made, Howard Financial Services, Ltd. holds 629,355 shares of PTRB stock, worth $25.8 Million. This represents 3.93% of its overall portfolio holdings.
Number of Shares
629,355
Previous 568,509
10.7%
Holding current value
$25.8 Million
Previous $23.4 Million
15.05%
% of portfolio
3.93%
Previous 3.86%
Shares
9 transactions
Others Institutions Holding PTRB
# of Institutions
51Shares Held
4.83MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC925KShares$38 Million1.15% 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$13.5 Million0.0% of portfolio
-
Team Financial Group, LLC Temecula, CA243KShares$9.97 Million6.19% of portfolio