Legacy Wealth Planning, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History

Legacy Wealth Planning, LLC

$60.4 Million
Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 8,100 shares of PTLC stock, worth $406,620. This represents 0.5% of its overall portfolio holdings.

Number of Shares

8,100

Holding current value

$406,620

% of portfolio

0.5%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 10, 2022	BUY	N/A	8,100 New	8,100 $305,000

Others Institutions Holding PTLC

# of Institutions

198

Shares Held

36.7M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

5.86M
Shares

$294 Million
0.03% of portfolio
Morgan Stanley New York, NY

4.28M
Shares

$215 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

3M
Shares

$151 Million
0.08% of portfolio
Wells Fargo & Company San Francisco, CA

2.32M
Shares

$116 Million
0.03% of portfolio
Cfs Investment Advisory Services, LLC Totowa, NJ

1.9M
Shares

$95.4 Million
15.24% of portfolio

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About PACER FDS TR TRENDPILOT US LAR

Ticker PTLC
Sector ETFs
Industry ETFs

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Legacy Wealth Planning, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History