Burt Wealth Advisors Pacer Fds Tr Lunt Large Cap Mu Transaction History
Burt Wealth Advisors
- $399 Million
- Q3 2025
A detailed history of Burt Wealth Advisors transactions in Pacer Fds Tr Lunt Large Cap Mu stock. As of the latest transaction made, Burt Wealth Advisors holds 43,979 shares of PALC stock, worth $2.24 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
43,979
Previous 46,544
5.51%
Holding current value
$2.24 Million
Previous $2.3 Million
1.0%
% of portfolio
0.57%
Previous 0.53%
Shares
6 transactions
Others Institutions Holding PALC
# of Institutions
74Shares Held
4.39MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN412KShares$21 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO311KShares$15.9 Million0.01% of portfolio
-
Cambridge Investment Research Advisors, Inc.264KShares$13.4 Million0.04% of portfolio
-
Lunt Capital Management, Inc. Holladay, UT263KShares$13.4 Million5.21% of portfolio
-
Enzi Wealth Austin, TX260KShares$13.3 Million4.93% of portfolio