Heritage Wealth Management, Inc. Pacer Fds Tr Trendpilot Us Lar Transaction History
Heritage Wealth Management, Inc.
- $301 Billion
- Q4 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 3,925 shares of PTLC stock, worth $218,230. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,925Holding current value
$218,230% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding PTLC
# of Institutions
248Shares Held
44MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.04MShares$336 Million0.03% of portfolio
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Morgan Stanley New York, NY4.47MShares$248 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC3.49MShares$194 Million0.08% of portfolio
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Wells Fargo & Company San Francisco, CA2.48MShares$138 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.44MShares$136 Million0.05% of portfolio