Palumbo Wealth Management LLC Pacer Fds Tr Lunt Large Cap Mu Transaction History
Palumbo Wealth Management LLC
- $289 Million
- Q1 2025
A detailed history of Palumbo Wealth Management LLC transactions in Pacer Fds Tr Lunt Large Cap Mu stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 20,447 shares of PALC stock, worth $954,874. This represents 0.34% of its overall portfolio holdings.
Number of Shares
20,447
Previous 20,209
1.18%
Holding current value
$954,874
Previous $994,000
1.41%
% of portfolio
0.34%
Previous 0.38%
Shares
8 transactions
Others Institutions Holding PALC
# of Institutions
82Shares Held
5.66MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN726KShares$33.9 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO354KShares$16.5 Million0.01% of portfolio
-
Enzi Wealth Austin, TX257KShares$12 Million5.09% of portfolio
-
Geneos Wealth Management Inc.251KShares$11.7 Million0.45% of portfolio
-
Lunt Capital Management, Inc. Holladay, UT249KShares$11.6 Million4.77% of portfolio