Kingswood Wealth Advisors, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 14,035 shares of PTLC stock, worth $770,381. This represents 0.06% of its overall portfolio holdings.
Number of Shares
14,035Holding current value
$770,381% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding PTLC
# of Institutions
225Shares Held
40.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.04MShares$332 Million0.03% of portfolio
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Morgan Stanley New York, NY4.47MShares$245 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC3.24MShares$178 Million0.08% of portfolio
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Wells Fargo & Company San Francisco, CA2.36MShares$129 Million0.03% of portfolio
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Cfs Investment Advisory Services, LLC Totowa, NJ1.98MShares$109 Million9.5% of portfolio