Centric Wealth Management Pacer Fds Tr Lunt Large Cap Mu Transaction History
Centric Wealth Management
- $383 Million
- Q3 2024
A detailed history of Centric Wealth Management transactions in Pacer Fds Tr Lunt Large Cap Mu stock. As of the latest transaction made, Centric Wealth Management holds 185,366 shares of PALC stock, worth $9.22 Million. This represents 2.4% of its overall portfolio holdings.
Number of Shares
185,366
Previous 182,756
1.43%
Holding current value
$9.22 Million
Previous $8.89 Million
3.31%
% of portfolio
2.4%
Previous 2.7%
Shares
4 transactions
Others Institutions Holding PALC
# of Institutions
71Shares Held
7.31MCall Options Held
0Put Options Held
0-
Prostatis Group LLC Hanover, MD2.44MShares$121 Million1.2% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN720KShares$35.8 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO333KShares$16.6 Million0.01% of portfolio
-
Geneos Wealth Management Inc.249KShares$12.4 Million0.48% of portfolio
-
Enzi Wealth Austin, TX245KShares$12.2 Million5.01% of portfolio