Sargent Investment Group, LLC Pacer Fds Tr Trendpilot Us Mid Transaction History
Sargent Investment Group, LLC
- $616 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding PTMC
# of Institutions
71Shares Held
7.92MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.07MShares$39.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA950KShares$34.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY946KShares$34.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC546KShares$20 Million0.01% of portfolio
-
O Donnell Financial Services, LLC514KShares$18.9 Million8.63% of portfolio