Twin Peaks Wealth Advisors, LLC Pgim ETF Tr Total Return Bd Et Transaction History
Twin Peaks Wealth Advisors, LLC
- $293 Billion
- Q3 2025
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 25,583 shares of PTRB stock, worth $1.08 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
25,583
Previous 24,761
3.32%
Holding current value
$1.08 Million
Previous $1.03 Billion
4.51%
% of portfolio
0.37%
Previous 0.33%
Shares
8 transactions
Others Institutions Holding PTRB
# of Institutions
71Shares Held
10.6MCall Options Held
0Put Options Held
0-
Apollon Wealth Management, LLC Mount Pleasant, SC1.66MShares$70 Million1.32% of portfolio
-
Envestnet Asset Management Inc1.08MShares$45.5 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL908KShares$38.2 Million0.01% of portfolio
-
Howard Financial Services, Ltd.677KShares$28.5 Million3.57% of portfolio
-
Financial Advisory Service, Inc.558KShares$23.5 Million1.72% of portfolio