Heritage Wealth Management, LLC Pacer Fds Tr Trendpilot Us Mid Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding PTMC
# of Institutions
74Shares Held
7.95MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.07MShares$37 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA950KShares$32.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY946KShares$32.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC546KShares$18.9 Million0.01% of portfolio
-
O Donnell Financial Services, LLC514KShares$17.8 Million8.63% of portfolio