Avantax Advisory Services, Inc. Pacer Fds Tr Trendpilot Us Lar Transaction History
Avantax Advisory Services, Inc.
- $11.1 Billion
- Q1 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 250,101 shares of PTLC stock, worth $12.6 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
250,101
Previous 237,147
5.46%
Holding current value
$12.6 Million
Previous $10.3 Million
16.3%
% of portfolio
0.11%
Previous 0.1%
Shares
19 transactions
Others Institutions Holding PTLC
# of Institutions
198Shares Held
36.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC5.86MShares$296 Million0.03% of portfolio
-
Morgan Stanley New York, NY4.28MShares$216 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3MShares$151 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA2.32MShares$117 Million0.03% of portfolio
-
Cfs Investment Advisory Services, LLC Totowa, NJ1.9MShares$95.8 Million15.24% of portfolio