Oxbow Advisors, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History

Oxbow Advisors, LLC

$891 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$36.87 - $41.79 $302,039 - $342,343	-8,192 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$37.72 - $41.8 $309,002 - $342,425	8,192 New	8,192 $340,000

Others Institutions Holding PTLC

# of Institutions

212

Shares Held

39.7M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

6.04M
Shares

$320 Million
0.03% of portfolio
Morgan Stanley New York, NY

4.47M
Shares

$237 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

3.24M
Shares

$172 Million
0.08% of portfolio
Wells Fargo & Company San Francisco, CA

2.36M
Shares

$125 Million
0.03% of portfolio
Cfs Investment Advisory Services, LLC Totowa, NJ

1.96M
Shares

$104 Million
8.64% of portfolio

About PACER FDS TR TRENDPILOT US LAR

Ticker PTLC
Sector ETFs
Industry ETFs

More about PTLC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Oxbow Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oxbow Advisors, LLC with notifications on news.