Concurrent Investment Advisors, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 46,179 shares of PTLC stock, worth $2.42 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
46,179
Previous 27,727
66.55%
Holding current value
$2.42 Million
Previous $1.32 Billion
73.67%
% of portfolio
0.08%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding PTLC
# of Institutions
209Shares 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
-
Cfs Investment Advisory Services, LLC Totowa, NJ1.94MShares$102 Million7.84% of portfolio