Centric Wealth Management Pacer Fds Tr Cash Cows Fd Fds Transaction History
Centric Wealth Management
- $399 Million
- Q2 2025
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 62,496 shares of HERD stock, worth $2.62 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
62,496
Previous 63,329
1.32%
Holding current value
$2.62 Million
Previous $2.37 Million
4.93%
% of portfolio
0.62%
Previous 0.66%
Shares
8 transactions
Others Institutions Holding HERD
# of Institutions
41Shares Held
1.54MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL385KShares$16.2 Million0.03% of portfolio
-
Envestnet Asset Management Inc218KShares$9.14 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC204KShares$8.53 Million0.0% of portfolio
-
Advisory Resource Group156KShares$6.55 Million1.49% of portfolio
-
Rockefeller Capital Management L.P. New York, NY76.1KShares$3.19 Million0.01% of portfolio