Wescott Financial Advisory Group, LLC Pacer Fds Tr Trendpilot Us Mid Call Options Transaction History
Wescott Financial Advisory Group, LLC
- $862 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding PTMC
# of Institutions
71Shares Held
7.92MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.07MShares$40.9 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA950KShares$36.3 Million0.01% of portfolio
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Morgan Stanley New York, NY946KShares$36.1 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC546KShares$20.8 Million0.01% of portfolio
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O Donnell Financial Services, LLC514KShares$19.6 Million8.63% of portfolio