Marcum Wealth, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History
Marcum Wealth, LLC
- $1.06 Billion
- Q3 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 4,818 shares of PTLC stock, worth $266,339. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,818
Previous 6,021
19.98%
Holding current value
$266,339
Previous $299,000
15.38%
% of portfolio
0.02%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding PTLC
# of Institutions
211Shares Held
39.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.04MShares$334 Million0.03% of portfolio
-
Morgan Stanley New York, NY4.47MShares$247 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.24MShares$179 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA2.36MShares$130 Million0.03% of portfolio
-
Cfs Investment Advisory Services, LLC Totowa, NJ1.96MShares$108 Million8.64% of portfolio