Beam Wealth Advisors, Inc. Pacer Fds Tr Trendpilot Us Lar Transaction History
Beam Wealth Advisors, Inc.
- $321 Million
- Q2 2025
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 43,890 shares of PTLC stock, worth $2.42 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
43,890
Previous 42,704
2.78%
Holding current value
$2.42 Million
Previous $2.2 Million
1.37%
% of portfolio
0.69%
Previous 0.76%
Shares
9 transactions
Others Institutions Holding PTLC
# of Institutions
253Shares Held
47.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.16MShares$339 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.55MShares$305 Million0.1% of portfolio
-
Morgan Stanley New York, NY4.13MShares$227 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.68MShares$148 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.43MShares$134 Million0.04% of portfolio