Wealth Management Partners, LLC Pacer Fds Tr Trendpilot U S Bo Transaction History
Wealth Management Partners, LLC
- $212 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding PTBD
# of Institutions
66Shares Held
5.74MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA581KShares$11.3 Million0.03% of portfolio
-
Inspire Advisors, LLC Meridian, ID547KShares$10.6 Million1.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC504KShares$9.78 Million0.0% of portfolio
-
O Donnell Financial Services, LLC328KShares$6.36 Million3.25% of portfolio
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Raymond James Financial Inc St. Petersburg, FL308KShares$5.98 Million0.0% of portfolio