Strategic Financial Concepts, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History
Strategic Financial Concepts, LLC
- $314 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding PTLC
# of Institutions
210Shares Held
39.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.04MShares$329 Million0.03% of portfolio
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Morgan Stanley New York, NY4.47MShares$244 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC3.24MShares$177 Million0.08% of portfolio
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Wells Fargo & Company San Francisco, CA2.36MShares$129 Million0.03% of portfolio
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Cfs Investment Advisory Services, LLC Totowa, NJ1.96MShares$107 Million8.64% of portfolio