Reuter James Wealth Management, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History
Reuter James Wealth Management, LLC
- $536 Million
- Q3 2024
A detailed history of Reuter James Wealth Management, LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 147,848 shares of PTLC stock, worth $7.93 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
147,848Holding current value
$7.93 Million% of portfolio
1.45%Shares
1 transactions
Others Institutions Holding PTLC
# of Institutions
210Shares Held
39.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.04MShares$324 Million0.03% of portfolio
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Morgan Stanley New York, NY4.47MShares$240 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC3.24MShares$174 Million0.08% of portfolio
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Wells Fargo & Company San Francisco, CA2.36MShares$126 Million0.03% of portfolio
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Cfs Investment Advisory Services, LLC Totowa, NJ1.96MShares$105 Million8.64% of portfolio