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Pgim Etf Tr shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Pgim Etf Tr (PTRB) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Pgim Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Pgim Etf Tr held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pgim Etf Tr by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-06-30 $27M 661k 41.24
2024-03-31 $26M 614k 41.60

More positions owned by Integrated Wealth Concepts

Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Etf Aptus MF Closed and MF Open (ACIO)
Dimensional Us MF Closed and MF Open (DFAC)
Invesco Qqq MF Closed and MF Open (QQQ)
SPDR S&P MF Closed and MF Open (SPY)
Blackrock U S MF Closed and MF Open (DYNF)
Amazon Common Stock (AMZN)
Ishares Core MF Closed and MF Open (IUSB)
Schwab Us MF Closed and MF Open (SCHX)

View all positions for Integrated Wealth Concepts

Top funds holding Pgim Etf Tr

Apollon Wealth Management
Integrated Wealth Concepts
Howard Financial Services
Financial Advisory Service
Team Financial Group
Envestnet Asset Management
Correct Capital Wealth Management
Armor Investment Advisors
AJ Advisors
Integrity Wealth Solutions
Advisory Resource Group
ABLE Financial Group
Goss Wealth Management
HighTower Advisors
Bank of New York Mellon

View all funds holding Pgim Etf Tr