Sheets Smith Wealth Management Pacer Fds Tr Trendpilot Us Lar Transaction History
Sheets Smith Wealth Management
- $856 Million
- Q3 2025
Shares
2 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
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Lpl Financial LLC Fort Mill, SC5.55MShares$302 Million0.1% of portfolio
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Morgan Stanley New York, NY4.13MShares$224 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA2.68MShares$146 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.43MShares$132 Million0.04% of portfolio