Heritage Wealth Management, LLC Pacer Fds Tr Trendpilot Us Mid Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding PTMC
# of Institutions
71Shares Held
7.92MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.07MShares$39.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA950KShares$34.9 Million0.01% of portfolio
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Morgan Stanley New York, NY946KShares$34.7 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC546KShares$20 Million0.01% of portfolio
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O Donnell Financial Services, LLC514KShares$18.9 Million8.63% of portfolio