Burt Wealth Advisors Pacer Fds Tr Trendpilot Us Lar Call Options Transaction History
Burt Wealth Advisors
- $399 Million
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding PTLC
# of Institutions
254Shares Held
47.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.16MShares$346 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC5.78MShares$324 Million0.1% of portfolio
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Morgan Stanley New York, NY4.13MShares$232 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA2.68MShares$151 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.43MShares$136 Million0.04% of portfolio