Centric Wealth Management Pacer Fds Tr Cash Cows Fd Fds Transaction History
Centric Wealth Management
- $306 Million
- Q1 2024
A detailed history of Centric Wealth Management transactions in Pacer Fds Tr Cash Cows Fd Fds stock. As of the latest transaction made, Centric Wealth Management holds 37,733 shares of HERD stock, worth $1.4 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
37,733
Previous 33,189
13.69%
Holding current value
$1.4 Million
Previous $1.25 Million
18.37%
% of portfolio
0.48%
Previous 0.44%
Shares
3 transactions
Others Institutions Holding HERD
# of Institutions
39Shares Held
1.71MCall Options Held
0Put Options Held
0-
Advisory Resource Group303KShares$11.2 Million3.01% of portfolio
-
Aveo Capital Partners, LLC172KShares$6.37 Million0.76% of portfolio
-
Lpl Financial LLC Fort Mill, SC170KShares$6.32 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL163KShares$6.05 Million0.01% of portfolio
-
Envestnet Asset Management Inc160KShares$5.93 Million0.0% of portfolio