Capital Analysts, LLC Pacer Fds Tr Trendpliot 100 Et Transaction History

Capital Analysts, LLC

$2.26 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$50.66 - $53.9 $11,398 - $12,127	-225 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$35.65 - $36.72 $8,021 - $8,262	225 New	225 $8,000

Others Institutions Holding PTNQ

# of Institutions

133

Shares Held

10.4M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.33M
Shares

$99.4 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.27M
Shares

$95.3 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

1.16M
Shares

$87 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

701K
Shares

$52.4 Million
0.01% of portfolio
Cambridge Investment Research Advisors, Inc.

482K
Shares

$36 Million
0.12% of portfolio

About PACER FDS TR TRENDPLIOT 100 ET

Ticker PTNQ
Sector ETFs
Industry ETFs

More about PTNQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Analysts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Analysts, LLC with notifications on news.