Palumbo Wealth Management LLC Pacer Fds Tr Lunt Large Cap Mu Transaction History
Palumbo Wealth Management LLC
- $308 Million
- Q2 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 21,035 shares of PALC stock, worth $1.08 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
21,035
Previous 20,447
2.88%
Holding current value
$1.08 Million
Previous $980,000
6.02%
% of portfolio
0.34%
Previous 0.34%
Shares
9 transactions
Others Institutions Holding PALC
# of Institutions
77Shares Held
4.84MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN423KShares$21.8 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO360KShares$18.6 Million0.01% of portfolio
-
Geneos Wealth Management Inc.299KShares$15.4 Million0.38% of portfolio
-
Lunt Capital Management, Inc. Holladay, UT263KShares$13.6 Million4.97% of portfolio
-
Enzi Wealth Austin, TX258KShares$13.3 Million4.94% of portfolio