Wr Wealth Planners, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 800 shares of PTLC stock, worth $43,912. This represents 0.01% of its overall portfolio holdings.
Number of Shares
800
Previous 800
-0.0%
Holding current value
$43,912
Previous $39,000
7.69%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding PTLC
# of Institutions
225Shares Held
40.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.04MShares$332 Million0.03% of portfolio
-
Morgan Stanley New York, NY4.47MShares$245 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.24MShares$178 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA2.36MShares$129 Million0.03% of portfolio
-
Cfs Investment Advisory Services, LLC Totowa, NJ1.98MShares$109 Million9.5% of portfolio