SilverOak Wealth Management »

Pgim Etf Tr shares owned by SilverOak Wealth Management

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

Historical chart of SilverOak Wealth Management investment in Pgim Etf Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pgim Etf Tr by SilverOak Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 47k 42.20
2025-06-30 $1.9M 45k 41.83
2025-03-31 $1.8M 44k 41.74
2024-12-31 $1.5M 35k 40.96
2024-09-30 $709k 17k 42.86
2024-06-30 $603k 15k 41.24
2024-03-31 $576k 14k 41.60
2023-12-31 $539k 13k 41.95

More positions owned by SilverOak Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Russell 2000 Etf (IWM)
3M Company (MMM)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)

View all positions for SilverOak 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