Kiely Wealth Advisory Group, Inc. Pacer Fds Tr Trendpilot Us Lar Transaction History
Kiely Wealth Advisory Group, Inc.
- $181 Billion
- Q2 2024
A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 2,795 shares of PTLC stock, worth $148,805. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,795
Previous 2,795
-0.0%
Holding current value
$148,805
Previous $130 Million
3.8%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding PTLC
# of Institutions
207Shares Held
39MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.06MShares$323 Million0.03% of portfolio
-
Morgan Stanley New York, NY4.49MShares$239 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.03MShares$161 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA2.44MShares$130 Million0.03% of portfolio
-
Cfs Investment Advisory Services, LLC Totowa, NJ1.94MShares$103 Million7.84% of portfolio