Western Wealth Management, LLC Pacer Fds Tr Trendpilot Us Mid Transaction History
Western Wealth Management, LLC
- $1.46 Billion
- Q1 2025
Shares
5 transactions
Others Institutions Holding PTMC
# of Institutions
77Shares Held
8.01MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.07MShares$37.1 Million0.0% of portfolio
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Morgan Stanley New York, NY1.03MShares$35.7 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA997KShares$34.7 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC550KShares$19.2 Million0.01% of portfolio
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O Donnell Financial Services, LLC432KShares$15 Million7.39% of portfolio