Wealth Advisory Solutions, LLC Pacer Fds Tr Trendpilot Us Mid Transaction History
Wealth Advisory Solutions, LLC
- $363 Million
- Q3 2024
Shares
7 transactions
Others Institutions Holding PTMC
# of Institutions
73Shares Held
7.23MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.02MShares$38.1 Million0.0% of portfolio
-
Morgan Stanley New York, NY785KShares$29.4 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA769KShares$28.8 Million0.01% of portfolio
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O Donnell Financial Services, LLC515KShares$19.3 Million9.04% of portfolio
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Lpl Financial LLC Fort Mill, SC514KShares$19.2 Million0.01% of portfolio