Modern Wealth Management, LLC Pacer Fds Tr U S Cash Cows Gro Transaction History
Modern Wealth Management, LLC
- $3.78 Billion
- Q2 2025
A detailed history of Modern Wealth Management, LLC transactions in Pacer Fds Tr U S Cash Cows Gro stock. As of the latest transaction made, Modern Wealth Management, LLC holds 152,576 shares of BUL stock, worth $7.72 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
152,576
Previous 159,125
4.12%
Holding current value
$7.72 Million
Previous $6.99 Million
7.5%
% of portfolio
0.2%
Previous 0.23%
Shares
14 transactions
Others Institutions Holding BUL
# of Institutions
41Shares Held
1.37MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA374KShares$18.9 Million0.05% of portfolio
-
Barber Financial Group, Inc.189KShares$9.58 Million1.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC110KShares$5.59 Million0.0% of portfolio
-
Envestnet Asset Management Inc109KShares$5.54 Million0.0% of portfolio
-
Mml Investors Services, LLC Springfield, MA67.1KShares$3.4 Million0.01% of portfolio