Concurrent Investment Advisors, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 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 48,132 shares of PTLC stock, worth $2.56 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
48,132
Previous 46,376
3.79%
Holding current value
$2.56 Million
Previous $2.44 Billion
5.54%
% of portfolio
0.07%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding PTLC
# of Institutions
253Shares Held
44.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.09MShares$324 Million0.03% of portfolio
-
Morgan Stanley New York, NY4.67MShares$248 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.49MShares$185 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA2.48MShares$132 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.44MShares$130 Million0.05% of portfolio