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Pgim Etf Tr shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Pgim Etf Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pgim Etf Tr by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $1.7M 42k 41.74
2024-12-31 $1.7M 42k 40.96
2024-09-30 $770k 18k 42.86
2024-06-30 $648k 16k 41.24

More positions owned by Modern Wealth Management

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Modern Wealth Management

Top funds holding Pgim Etf Tr

Apollon Wealth Management
Envestnet Asset Management
Raymond James Financial
Howard Financial Services
Financial Advisory Service
Advisory Resource Group
Boyum Wealth Architects
Commonwealth Equity Services
Team Financial Group
First Heartland Consultants
Advisor Group Holdings
Jones Financial Companies, L.L
RFG - Bristol Wealth Advisors
Novem Group
Genesis Private Wealth

View all funds holding Pgim Etf Tr