Mbl Wealth, LLC Pacer Fds Tr Trendpilot Us Mid Transaction History
Mbl Wealth, LLC
- $830 Million
- Q1 2024
A detailed history of Mbl Wealth, LLC transactions in Pacer Fds Tr Trendpilot Us Mid stock. As of the latest transaction made, Mbl Wealth, LLC holds 181,773 shares of PTMC stock, worth $6.24 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
181,773
Previous 178,408
1.89%
Holding current value
$6.24 Million
Previous $5.86 Million
11.72%
% of portfolio
0.79%
Previous 0.77%
Shares
12 transactions
Others Institutions Holding PTMC
# of Institutions
74Shares Held
7.29MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.04MShares$35.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY786KShares$27 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA728KShares$25 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC510KShares$17.5 Million0.01% of portfolio
-
O Donnell Financial Services, LLC400KShares$13.7 Million7.61% of portfolio