Caldwell Trust CO Pacer Fds Tr Trendpilot Us Lar Transaction History
Caldwell Trust CO
- $1.07 Trillion
- Q3 2025
A detailed history of Caldwell Trust CO transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Caldwell Trust CO holds 420 shares of PTLC stock, worth $23,192. This represents 0.0% of its overall portfolio holdings.
Number of Shares
420
Previous 420
-0.0%
Holding current value
$23,192
Previous $21.3 Million
7.88%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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