Warren Averett Asset Management, LLC Pacer Fds Tr Lunt Large Cap Mu Transaction History
Warren Averett Asset Management, LLC
- $8.88 Billion
- Q2 2025
A detailed history of Warren Averett Asset Management, LLC transactions in Pacer Fds Tr Lunt Large Cap Mu stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 18,391 shares of PALC stock, worth $951,734. This represents 0.01% of its overall portfolio holdings.
Number of Shares
18,391
Previous 14,539
26.49%
Holding current value
$951,734
Previous $697,000
30.27%
% of portfolio
0.01%
Previous 0.01%
Shares
15 transactions
Others Institutions Holding PALC
# of Institutions
77Shares Held
4.84MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN423KShares$21.9 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO360KShares$18.6 Million0.01% of portfolio
-
Geneos Wealth Management Inc.299KShares$15.5 Million0.38% of portfolio
-
Lunt Capital Management, Inc. Holladay, UT263KShares$13.6 Million4.97% of portfolio
-
Enzi Wealth Austin, TX258KShares$13.3 Million4.94% of portfolio