Sheets Smith Wealth Management Pacer Fds Tr Trendpilot Us Lar Transaction History
Sheets Smith Wealth Management
- $832 Million
- Q2 2025
A detailed history of Sheets Smith Wealth Management transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Sheets Smith Wealth Management holds 30,095 shares of PTLC stock, worth $1.56 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
30,095
Previous 29,205
3.05%
Holding current value
$1.56 Million
Previous $1.5 Million
1.66%
% of portfolio
0.18%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding PTLC
# of Institutions
253Shares Held
46.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.15MShares$319 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.82MShares$250 Million0.1% of portfolio
-
Morgan Stanley New York, NY4.75MShares$247 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.86MShares$149 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.58MShares$134 Million0.03% of portfolio