Halpern Financial, Inc. Pacer Fds Tr Trendpilot Us Lar Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Sep 21, 2023	BUY	$36.87 - $41.79 $485,209 - $549,956	13,160 New	13,160 $511 Million

Others Institutions Holding PTLC

# of Institutions

225

Shares Held

40.4M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

6.04M
Shares

$332 Million
0.03% of portfolio
Morgan Stanley New York, NY

4.47M
Shares

$245 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

3.24M
Shares

$178 Million
0.08% of portfolio
Wells Fargo & Company San Francisco, CA

2.36M
Shares

$129 Million
0.03% of portfolio
Cfs Investment Advisory Services, LLC Totowa, NJ

1.98M
Shares

$109 Million
9.5% of portfolio

About PACER FDS TR TRENDPILOT US LAR

Ticker PTLC
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