Concurrent Investment Advisors, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 48,132 shares of PTLC stock, worth $2.64 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
48,132
Previous 46,376
3.79%
Holding current value
$2.64 Million
Previous $2.44 Billion
5.54%
% of portfolio
0.07%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding PTLC
# of Institutions
234Shares Held
43MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.04MShares$331 Million0.03% of portfolio
-
Morgan Stanley New York, NY4.47MShares$245 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.24MShares$177 Million0.08% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.44MShares$134 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.36MShares$129 Million0.03% of portfolio