Destination Wealth Management Pacer Fds Tr Trendpilot Us Lar Transaction History

Destination Wealth Management

$3.19 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 07, 2018	SELL	N/A	-3,620 Closed	0 $0
Q2 2018 Jul 31, 2018	BUY	N/A	3,620 New	3,620 $106,000

Others Institutions Holding PTLC

# of Institutions

211

Shares Held

39.6M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

6.04M
Shares

$322 Million
0.03% of portfolio
Morgan Stanley New York, NY

4.47M
Shares

$238 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

3.24M
Shares

$173 Million
0.08% of portfolio
Wells Fargo & Company San Francisco, CA

2.36M
Shares

$126 Million
0.03% of portfolio
Cfs Investment Advisory Services, LLC Totowa, NJ

1.96M
Shares

$104 Million
8.64% of portfolio

About PACER FDS TR TRENDPILOT US LAR

Ticker PTLC
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