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Pgim Etf Tr shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Pgim Etf Tr (PTRB) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Pgim Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Pgim Etf Tr held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pgim Etf Tr by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 31k 42.86
2023-09-30 $281k 7.1k 39.74

More positions owned by Beacon Pointe Advisors

Apple Call Option (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Put Option (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Beacon Pointe Advisors

Top funds holding Pgim Etf Tr

Apollon Wealth Management
Howard Financial Services
Integrated Wealth Concepts
Financial Advisory Service
Envestnet Asset Management
Team Financial Group
Correct Capital Wealth Management
Advisor Group Holdings
Armor Investment Advisors
AJ Advisors
Integrity Wealth Solutions
Advisory Resource Group
ABLE Financial Group
Goss Wealth Management
HighTower Advisors

View all funds holding Pgim Etf Tr