Cfs Investment Advisory Services, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History
Cfs Investment Advisory Services, LLC
- $1.23 Billion
- Q2 2024
A detailed history of Cfs Investment Advisory Services, LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 1,943,084 shares of PTLC stock, worth $102 Million. This represents 7.84% of its overall portfolio holdings.
Number of Shares
1,943,084
Previous 1,900,075
2.26%
Holding current value
$102 Million
Previous $90.7 Million
6.64%
% of portfolio
7.84%
Previous 15.24%
Shares
15 transactions
Others Institutions Holding PTLC
# of Institutions
211Shares Held
37.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.06MShares$318 Million0.03% of portfolio
-
Morgan Stanley New York, NY4.49MShares$236 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.03MShares$159 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA2.44MShares$128 Million0.03% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.53MShares$80.4 Million0.11% of portfolio