Core Wealth Advisors, Inc. Pacer Fds Tr Trendpilot U S Bo Transaction History
Core Wealth Advisors, Inc.
- $357 Million
- Q3 2025
Shares
7 transactions
Others Institutions Holding PTBD
# of Institutions
58Shares Held
4.69MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA578KShares$11.3 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC413KShares$8.05 Million0.0% of portfolio
-
Napa Wealth Management Napa, CA348KShares$6.79 Million3.23% of portfolio
-
O Donnell Financial Services, LLC348KShares$6.79 Million2.8% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL286KShares$5.59 Million0.0% of portfolio