Ever Source Wealth Advisors, LLC Pacer Fds Tr Trendpilot Us Lar Call Options Transaction History

Ever Source Wealth Advisors, LLC

$1.48 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PTLC

# of Institutions

210

Shares Held

39.6M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

6.04M
Shares

$327 Million
0.03% of portfolio
Morgan Stanley New York, NY

4.47M
Shares

$242 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

3.24M
Shares

$175 Million
0.08% of portfolio
Wells Fargo & Company San Francisco, CA

2.36M
Shares

$127 Million
0.03% of portfolio
Cfs Investment Advisory Services, LLC Totowa, NJ

1.96M
Shares

$106 Million
8.64% of portfolio

About PACER FDS TR TRENDPILOT US LAR

Ticker PTLC
Sector ETFs
Industry ETFs

More about PTLC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.