Warren Averett Asset Management, LLC Pacer Fds Tr Lunt Large Cap Mu Transaction History
Warren Averett Asset Management, LLC
- $9.72 Billion
- Q3 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 19,608 shares of PALC stock, worth $999,027. This represents 0.01% of its overall portfolio holdings.
Number of Shares
19,608
Previous 18,391
6.62%
Holding current value
$999,027
Previous $908,000
11.78%
% of portfolio
0.01%
Previous 0.01%
Shares
16 transactions
Others Institutions Holding PALC
# of Institutions
75Shares Held
4.4MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN412KShares$21 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO311KShares$15.9 Million0.01% of portfolio
-
Cambridge Investment Research Advisors, Inc.264KShares$13.4 Million0.04% of portfolio
-
Lunt Capital Management, Inc. Holladay, UT263KShares$13.4 Million5.21% of portfolio
-
Enzi Wealth Austin, TX260KShares$13.3 Million4.93% of portfolio