Marcum Wealth, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History
Marcum Wealth, LLC
- $1.14 Billion
- Q4 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 $262,725. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,818
Previous 4,818
-0.0%
Holding current value
$262,725
Previous $253,000
1.58%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding PTLC
# of Institutions
213Shares Held
39.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.04MShares$329 Million0.03% of portfolio
-
Morgan Stanley New York, NY4.47MShares$244 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.24MShares$177 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA2.36MShares$129 Million0.03% of portfolio
-
Cfs Investment Advisory Services, LLC Totowa, NJ1.96MShares$107 Million8.64% of portfolio