Centric Wealth Management Pacer Fds Tr Cash Cows Fd Fds Transaction History
Centric Wealth Management
- $383 Million
- Q3 2024
A detailed history of Centric Wealth Management transactions in Pacer Fds Tr Cash Cows Fd Fds stock. As of the latest transaction made, Centric Wealth Management holds 57,734 shares of HERD stock, worth $2.21 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
57,734
Previous 47,270
22.14%
Holding current value
$2.21 Million
Previous $1.76 Million
31.53%
% of portfolio
0.6%
Previous 0.53%
Shares
5 transactions
Others Institutions Holding HERD
# of Institutions
41Shares Held
5.57MCall Options Held
0Put Options Held
0-
International Assets Investment Management, LLC Orlando, FL3.87MShares$148 Million0.26% of portfolio
-
Advisory Resource Group220KShares$8.42 Million2.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC201KShares$7.68 Million0.0% of portfolio
-
Envestnet Asset Management Inc196KShares$7.51 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL162KShares$6.19 Million0.01% of portfolio