Proactive Wealth Strategies LLC Pacer Fds Tr Trendpliot 100 Et Transaction History
Proactive Wealth Strategies LLC
- $212 Million
- Q2 2025
A detailed history of Proactive Wealth Strategies LLC transactions in Pacer Fds Tr Trendpliot 100 Et stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 19,802 shares of PTNQ stock, worth $1.5 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
19,802
Previous 21,222
6.69%
Holding current value
$1.5 Million
Previous $1.51 Million
6.24%
% of portfolio
0.67%
Previous 0.8%
Shares
4 transactions
Others Institutions Holding PTNQ
# of Institutions
153Shares Held
11.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.52MShares$115 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.19MShares$90.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.1MShares$83.2 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL804KShares$60.9 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA634KShares$48 Million0.01% of portfolio