Householder Group Estate & Retirement Specialist, LLC Pacer Fds Tr Trendpliot 100 Et Transaction History

Householder Group Estate & Retirement Specialist, LLC

$343 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	SELL	$61.14 - $63.69 $43,348 - $45,156	-709 Reduced 37.14%	1,200 $73,000
Q1 2023 Apr 13, 2023	BUY	$48.76 - $54.89 $93,082 - $104,785	1,909 New	1,909 $105,000
Q3 2022 Oct 11, 2022	BUY	$49.23 - $55.03 $93,783 - $104,832	1,905 New	1,905 $93,000

Others Institutions Holding PTNQ

# of Institutions

133

Shares Held

10.4M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.33M
Shares

$99.4 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.27M
Shares

$95.3 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

1.16M
Shares

$87 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

701K
Shares

$52.4 Million
0.01% of portfolio
Cambridge Investment Research Advisors, Inc.

482K
Shares

$36 Million
0.12% of portfolio

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