Burt Wealth Advisors Pacer Fds Tr Lunt Large Cap Mu Transaction History
Burt Wealth Advisors
- $402 Million
- Q1 2025
A detailed history of Burt Wealth Advisors transactions in Pacer Fds Tr Lunt Large Cap Mu stock. As of the latest transaction made, Burt Wealth Advisors holds 45,755 shares of PALC stock, worth $2.14 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
45,755
Previous 47,795
4.27%
Holding current value
$2.14 Million
Previous $2.35 Million
6.72%
% of portfolio
0.54%
Previous 0.6%
Shares
4 transactions
Others Institutions Holding PALC
# of Institutions
82Shares Held
5.66MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN726KShares$33.9 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO354KShares$16.5 Million0.01% of portfolio
-
Enzi Wealth Austin, TX257KShares$12 Million5.09% of portfolio
-
Geneos Wealth Management Inc.251KShares$11.7 Million0.45% of portfolio
-
Lunt Capital Management, Inc. Holladay, UT249KShares$11.6 Million4.77% of portfolio