M Holdings Securities, Inc. Pacer Fds Tr Trendpilot Us Lar Transaction History
M Holdings Securities, Inc.
- $595 Million
- Q1 2024
Shares
14 transactions
Others Institutions Holding PTLC
# of Institutions
199Shares Held
36.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC5.86MShares$298 Million0.03% of portfolio
-
Morgan Stanley New York, NY4.28MShares$217 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3MShares$152 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA2.32MShares$118 Million0.03% of portfolio
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Cfs Investment Advisory Services, LLC Totowa, NJ1.9MShares$96.4 Million15.24% of portfolio