Curtis Advisory Group, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History
Curtis Advisory Group, LLC
- $334 Million
- Q3 2024
A detailed history of Curtis Advisory Group, LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 45,746 shares of PTLC stock, worth $2.53 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
45,746
Previous 36,937
23.85%
Holding current value
$2.53 Million
Previous $1.84 Million
30.81%
% of portfolio
0.72%
Previous 0.68%
Shares
4 transactions
Others Institutions Holding PTLC
# of Institutions
211Shares Held
39.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.04MShares$334 Million0.03% of portfolio
-
Morgan Stanley New York, NY4.47MShares$247 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.24MShares$179 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA2.36MShares$130 Million0.03% of portfolio
-
Cfs Investment Advisory Services, LLC Totowa, NJ1.96MShares$108 Million8.64% of portfolio