Marcum Wealth, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History
Marcum Wealth, LLC
- $988 Million
- Q2 2024
A detailed history of Marcum Wealth, LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Marcum Wealth, LLC holds 6,021 shares of PTLC stock, worth $309,057. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,021
Previous 6,021
-0.0%
Holding current value
$309,057
Previous $287,000
4.18%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding PTLC
# of Institutions
210Shares Held
37.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.06MShares$311 Million0.03% of portfolio
-
Morgan Stanley New York, NY4.49MShares$231 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.03MShares$156 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA2.44MShares$125 Million0.03% of portfolio
-
Cfs Investment Advisory Services, LLC Totowa, NJ1.94MShares$99.7 Million7.84% of portfolio