Soltis Investment Advisors LLC Pacer Fds Tr Trendpilot Us Lar Transaction History
Soltis Investment Advisors LLC
- $889 Million
- Q1 2024
A detailed history of Soltis Investment Advisors LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 40,802 shares of PTLC stock, worth $2.07 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
40,802
Previous 40,802
-0.0%
Holding current value
$2.07 Million
Previous $1.95 Million
-0.0%
% of portfolio
0.22%
Previous 0.21%
Shares
13 transactions
Others Institutions Holding PTLC
# of Institutions
198Shares Held
36.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC5.86MShares$297 Million0.03% of portfolio
-
Morgan Stanley New York, NY4.28MShares$217 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3MShares$152 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA2.32MShares$118 Million0.03% of portfolio
-
Cfs Investment Advisory Services, LLC Totowa, NJ1.9MShares$96.3 Million15.24% of portfolio