Proactive Wealth Strategies LLC Pacer Fds Tr Trendpilot Us Lar Transaction History
Proactive Wealth Strategies LLC
- $188 Million
- Q1 2025
A detailed history of Proactive Wealth Strategies LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 4,419 shares of PTLC stock, worth $213,437. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,419
Previous 4,491
1.6%
Holding current value
$213,437
Previous $240,000
5.42%
% of portfolio
0.12%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding PTLC
# of Institutions
250Shares Held
48.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.15MShares$297 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.82MShares$233 Million0.1% of portfolio
-
Morgan Stanley New York, NY4.75MShares$229 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.86MShares$138 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.58MShares$125 Million0.03% of portfolio