Centric Wealth Management Pacer Fds Tr Cash Cows Fd Fds Transaction History
Centric Wealth Management
- $357 Million
- Q1 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 63,329 shares of HERD stock, worth $2.45 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
63,329
Previous 60,562
4.57%
Holding current value
$2.45 Million
Previous $2.3 Million
3.36%
% of portfolio
0.66%
Previous 0.66%
Shares
7 transactions
Others Institutions Holding HERD
# of Institutions
37Shares Held
1.61MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL399KShares$15.5 Million0.03% of portfolio
-
Envestnet Asset Management Inc218KShares$8.43 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC201KShares$7.78 Million0.0% of portfolio
-
Advisory Resource Group178KShares$6.89 Million1.63% of portfolio
-
Commonwealth Equity Services, LLC89.9KShares$3.48 Million0.0% of portfolio