Mount Yale Investment Advisors, LLC Pgim ETF Tr Total Return Bd Et Transaction History
Mount Yale Investment Advisors, LLC
- $1.11 Billion
- Q1 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Pgim ETF Tr Total Return Bd Et stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 10,788 shares of PTRB stock, worth $442,631. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,788
Previous 10,788
-0.0%
Holding current value
$442,631
Previous $441,000
1.81%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding PTRB
# of Institutions
67Shares Held
6.33MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC984KShares$40.4 Million0.96% of portfolio
-
Howard Financial Services, Ltd.669KShares$27.5 Million3.84% of portfolio
-
Integrated Wealth Concepts LLC641KShares$26.3 Million0.32% of portfolio
-
Financial Advisory Service, Inc.441KShares$18.1 Million1.62% of portfolio
-
Envestnet Asset Management Inc357KShares$14.7 Million0.0% of portfolio