Srs Capital Advisors, Inc. Pacer Fds Tr Trendpilot Us Lar Transaction History

Srs Capital Advisors, Inc.

$1.07 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 12, 2022	SELL	$36.87 - $41.79 $8,959 - $10,154	-243 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$37.72 - $41.8 $9,165 - $10,157	243 New	243 $10,000

Others Institutions Holding PTLC

# of Institutions

227

Shares Held

40.4M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

6.04M
Shares

$332 Million
0.03% of portfolio
Morgan Stanley New York, NY

4.47M
Shares

$245 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

3.24M
Shares

$178 Million
0.08% of portfolio
Wells Fargo & Company San Francisco, CA

2.36M
Shares

$129 Million
0.03% of portfolio
Cfs Investment Advisory Services, LLC Totowa, NJ

1.98M
Shares

$109 Million
9.5% of portfolio

About PACER FDS TR TRENDPILOT US LAR

Ticker PTLC
Sector ETFs
Industry ETFs

More about PTLC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Srs Capital Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Srs Capital Advisors, Inc. with notifications on news.