Beam Wealth Advisors, Inc. Pacer Fds Tr Trendpilot Us Lar Transaction History
Beam Wealth Advisors, Inc.
- $330 Million
- Q3 2025
A detailed history of Beam Wealth Advisors, Inc. transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 49,439 shares of PTLC stock, worth $2.73 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
49,439
Previous 43,890
12.64%
Holding current value
$2.73 Million
Previous $2.23 Million
21.55%
% of portfolio
0.82%
Previous 0.69%
Shares
10 transactions
Others Institutions Holding PTLC
# of Institutions
254Shares Held
46MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC5.88MShares$325 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.78MShares$319 Million0.1% of portfolio
-
Morgan Stanley New York, NY3.97MShares$219 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.54MShares$140 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.39MShares$132 Million0.04% of portfolio