Beam Wealth Advisors, Inc. Pacer Fds Tr Trendpilot Us Lar Transaction History
Beam Wealth Advisors, Inc.
- $306 Million
- Q4 2024
A detailed history of Beam Wealth Advisors, Inc. transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 44,162 shares of PTLC stock, worth $2.26 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
44,162
Previous 39,718
11.19%
Holding current value
$2.26 Million
Previous $2.09 Million
13.08%
% of portfolio
0.77%
Previous 0.64%
Shares
7 transactions
Others Institutions Holding PTLC
# of Institutions
254Shares Held
44.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.09MShares$312 Million0.03% of portfolio
-
Morgan Stanley New York, NY4.67MShares$239 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.49MShares$179 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA2.48MShares$127 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.44MShares$125 Million0.05% of portfolio