Heritage Wealth Advisors Pacer Lunt Large Cap Altenator Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	BUY	$35.68 - $41.76 $15,235 - $17,831	427 New	427 $16,000

Others Institutions Holding ALTL

# of Institutions

59

Shares Held

4.27M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1M
Shares

$39.4 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

456K
Shares

$18 Million
0.0% of portfolio
Geneos Wealth Management Inc.

346K
Shares

$13.7 Million
0.51% of portfolio
Royal Bank Of Canada Toronto, A6

269K
Shares

$10.6 Million
0.0% of portfolio
Ergawealth Advisors, Inc. Oak Brook, IL

237K
Shares

$9.33 Million
4.48% of portfolio

About PACER LUNT LARGE CAP ALTENATOR

Ticker ALTL
Sector Technology

More about ALTL

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