Concurrent Investment Advisors, LLC Pacer Fds Tr Trendpilot Us Mid Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Pacer Fds Tr Trendpilot Us Mid stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 12,026 shares of PTMC stock, worth $441,113. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,026
Previous 12,026
-0.0%
Holding current value
$441,113
Previous $418 Million
6.68%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding PTMC
# of Institutions
69Shares Held
7.53MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.03MShares$37.9 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA937KShares$34.4 Million0.01% of portfolio
-
Morgan Stanley New York, NY833KShares$30.6 Million0.0% of portfolio
-
O Donnell Financial Services, LLC515KShares$18.9 Million9.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC500KShares$18.3 Million0.01% of portfolio