Centric Wealth Management Pacer Fds Tr Cash Cows Fd Fds Transaction History
Centric Wealth Management
- $350 Million
- Q4 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 60,562 shares of HERD stock, worth $2.34 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
60,562
Previous 57,734
4.9%
Holding current value
$2.34 Million
Previous $2.31 Million
0.69%
% of portfolio
0.66%
Previous 0.6%
Shares
6 transactions
Others Institutions Holding HERD
# of Institutions
38Shares Held
1.75MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL436KShares$16.9 Million0.04% of portfolio
-
Envestnet Asset Management Inc203KShares$7.85 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC203KShares$7.84 Million0.0% of portfolio
-
Advisory Resource Group195KShares$7.56 Million1.86% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ126KShares$4.89 Million0.01% of portfolio