Optivise Advisory Services LLC Pacer Fds Tr Trendpilot Us Lar Transaction History
Optivise Advisory Services LLC
- $186 Billion
- Q4 2024
A detailed history of Optivise Advisory Services LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Optivise Advisory Services LLC holds 38,906 shares of PTLC stock, worth $2.04 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
38,906
Previous 43,981
11.54%
Holding current value
$2.04 Million
Previous $2.31 Billion
10.04%
% of portfolio
1.12%
Previous 1.22%
Shares
3 transactions
Others Institutions Holding PTLC
# of Institutions
254Shares Held
44.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.09MShares$319 Million0.03% of portfolio
-
Morgan Stanley New York, NY4.67MShares$245 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.49MShares$183 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA2.48MShares$130 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.44MShares$128 Million0.05% of portfolio