Comprehensive Wealth Management, LLC Pacer Fds Tr Benchmark Indl Transaction History
Comprehensive Wealth Management, LLC
- $131 Million
- Q4 2024
A detailed history of Comprehensive Wealth Management, LLC transactions in Pacer Fds Tr Benchmark Indl stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 12,941 shares of INDS stock, worth $482,569. This represents 0.35% of its overall portfolio holdings.
Number of Shares
12,941
Previous 10,466
23.65%
Holding current value
$482,569
Previous $453,000
0.66%
% of portfolio
0.35%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding INDS
# of Institutions
74Shares Held
2.56MCall Options Held
0Put Options Held
500-
Commonwealth Equity Services, LLC332KShares$12.4 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO234KShares$8.72 Million0.01% of portfolio
-
Atomi Financial Group, Inc. Irvine, CA233KShares$8.68 Million0.41% of portfolio
-
Morgan Stanley New York, NY186KShares$6.95 Million0.0% of portfolio
-
Advisory Resource Group179KShares$6.67 Million1.58% of portfolio