Proactive Wealth Strategies LLC Pacer Fds Tr Trendpilot Us Lar Transaction History
Proactive Wealth Strategies LLC
- $212 Million
- Q2 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 4,287 shares of PTLC stock, worth $232,869. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,287
Previous 4,419
2.99%
Holding current value
$232,869
Previous $227,000
3.96%
% of portfolio
0.1%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding PTLC
# of Institutions
251Shares Held
47.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.16MShares$335 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.55MShares$302 Million0.1% of portfolio
-
Morgan Stanley New York, NY4.13MShares$224 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.68MShares$146 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.43MShares$132 Million0.04% of portfolio