Mount Yale Investment Advisors, LLC Pgim ETF Tr Total Return Bd Et Put Options Transaction History

Mount Yale Investment Advisors, LLC

$1.2 Billion
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding PTRB

# of Institutions

66

Shares Held

6.18M

Call Options Held

0

Put Options Held

0

Apollon Wealth Management, LLC Mount Pleasant, SC

984K
Shares

$41 Million
0.96% of portfolio
Howard Financial Services, Ltd.

669K
Shares

$27.9 Million
3.84% of portfolio
Integrated Wealth Concepts LLC

641K
Shares

$26.7 Million
0.32% of portfolio
Financial Advisory Service, Inc.

441K
Shares

$18.4 Million
1.62% of portfolio
Envestnet Asset Management Inc

357K
Shares

$14.9 Million
0.0% of portfolio

About PGIM ETF TR TOTAL RETURN BD ET

Ticker PTRB
Sector ETFs
Industry ETFs

More about PTRB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.