Proactive Wealth Strategies LLC Pacer Fds Tr Trendpliot 100 Et Call Options Transaction History
Proactive Wealth Strategies LLC
- $180 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding PTNQ
# of Institutions
133Shares Held
10.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.33MShares$97.8 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.27MShares$93.9 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC1.16MShares$85.7 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA701KShares$51.6 Million0.01% of portfolio
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Cambridge Investment Research Advisors, Inc.482KShares$35.5 Million0.12% of portfolio