Ever Source Wealth Advisors, LLC Pacer Fds Tr Trendpilot Us Mid Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Pacer Fds Tr Trendpilot Us Mid stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,019 shares of PTMC stock, worth $40,576. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,019
Previous 1,019
-0.0%
Holding current value
$40,576
Previous $35,000
5.71%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding PTMC
# of Institutions
69Shares Held
7.51MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.03MShares$41.1 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA937KShares$37.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY833KShares$33.2 Million0.0% of portfolio
-
O Donnell Financial Services, LLC515KShares$20.5 Million9.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC500KShares$19.9 Million0.01% of portfolio