Ever Source Wealth Advisors, LLC Pacer Fds Tr Trendpilot Us Mid Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
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 1,028 shares of PTMC stock, worth $35,836. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,028
Previous 1,019
0.88%
Holding current value
$35,836
Previous $37,000
5.41%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding PTMC
# of Institutions
77Shares Held
8.01MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.07MShares$37.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.03MShares$35.8 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA997KShares$34.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC550KShares$19.2 Million0.01% of portfolio
-
O Donnell Financial Services, LLC432KShares$15.1 Million7.39% of portfolio