Comprehensive Wealth Management, LLC Pacer Fds Tr Benchmark Indl Transaction History

Comprehensive Wealth Management, LLC

  • $138 Million
  • Q1 2025

A detailed history of Comprehensive Wealth Management, LLC transactions in Pacer Fds Tr Benchmark Indl stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 13,832 shares of INDS stock, worth $513,720. This represents 0.37% of its overall portfolio holdings.

Number of Shares
13,832
Previous 12,941 6.89%
Holding current value
$513,720
Previous $456,000 12.06%
% of portfolio
0.37%
Previous 0.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$34.17 - $38.11 $30,445 - $33,956
891 Added 6.89%
13,832 $511,000
Q4 2024

Feb 11, 2025
BUY
$34.66 - $42.95 $85,783 - $106,301
2,475 Added 23.65%
12,941 $456,000
Q3 2024

Nov 06, 2024
SELL
$37.42 - $44.1 $22,302 - $26,283
-596 Reduced 5.39%
10,466 $453,000
Q2 2024

Aug 13, 2024
BUY
$35.35 - $39.56 $391,041 - $437,612
11,062 New
11,062 $418,000

Others Institutions Holding INDS

# of Institutions
66
Shares Held
2.41M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR BENCHMARK INDL

INDS Quotes by TradingView
  • Ticker INDS
  • Sector ETFs
  • Industry ETFs
More about INDS
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