Org Partners LLC Pacer Fds Tr Trendpilot Us Mid Transaction History
Org Partners LLC
- $689 Million
- Q4 2024
Shares
7 transactions
Others Institutions Holding PTMC
# of Institutions
70Shares Held
7.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.03MShares$40 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA937KShares$36.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY833KShares$32.3 Million0.0% of portfolio
-
O Donnell Financial Services, LLC515KShares$20 Million9.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC500KShares$19.4 Million0.01% of portfolio