Cyndeo Wealth Partners, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History
Cyndeo Wealth Partners, LLC
- $1.72 Billion
- Q3 2025
A detailed history of Cyndeo Wealth Partners, LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 4,529 shares of PTLC stock, worth $250,091. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,529
Previous 4,734
4.33%
Holding current value
$250,091
Previous $240,000
3.33%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding PTLC
# of Institutions
253Shares 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