SUMMIT WEALTH GROUP LLC / CO
Position in PTRB — PGIM Total Return Bond ETF
CIK 2081278
COLORADO SPRINGS, CO
All Filings in PTRB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PTRB | $372,676 | 8,978 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 PTRB | $315,384 | 7,502 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 PTRB | $313,892 | 7,504 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||