Ofc Financial Planning, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History
Ofc Financial Planning, LLC
- $94.2 Billion
- Q2 2025
A detailed history of Ofc Financial Planning, LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Ofc Financial Planning, LLC holds 78,011 shares of PTLC stock, worth $4.24 Million. This represents 4.2% of its overall portfolio holdings.
Number of Shares
78,011
Previous 76,563
1.89%
Holding current value
$4.24 Million
Previous $3.94 Billion
0.52%
% of portfolio
4.2%
Previous 4.46%
Shares
3 transactions
Others Institutions Holding PTLC
# of Institutions
251Shares Held
47.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.16MShares$335 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.55MShares$302 Million0.1% of portfolio
-
Morgan Stanley New York, NY4.13MShares$224 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.68MShares$146 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.43MShares$132 Million0.04% of portfolio