Kingswood Wealth Advisors, LLC Pacer Fds Tr Trendpilot U S Bo Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Pacer Fds Tr Trendpilot U S Bo stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 15,958 shares of PTBD stock, worth $332,564. This represents 0.03% of its overall portfolio holdings.
Number of Shares
15,958Holding current value
$332,564% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding PTBD
# of Institutions
64Shares Held
5.49MCall Options Held
0Put Options Held
0-
Csenge Advisory Group506KShares$10.5 Million0.58% of portfolio
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Lpl Financial LLC Fort Mill, SC493KShares$10.3 Million0.01% of portfolio
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Pacer Advisors, Inc. Malvern, PA483KShares$10.1 Million0.02% of portfolio
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Jane Street Group, LLC New York, NY284KShares$5.91 Million0.01% of portfolio
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O Donnell Financial Services, LLC283KShares$5.9 Million2.79% of portfolio