Heritage Wealth Management, Inc. Pacer Fds Tr Trendpilot Us Lar Transaction History
Heritage Wealth Management, Inc.
- $301 Billion
- Q4 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 3,925 shares of PTLC stock, worth $215,090. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,925Holding current value
$215,090% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding PTLC
# of Institutions
236Shares Held
43.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.04MShares$331 Million0.03% of portfolio
-
Morgan Stanley New York, NY4.47MShares$245 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.49MShares$191 Million0.08% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.44MShares$134 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.36MShares$129 Million0.03% of portfolio