Legacy Wealth Planning, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History
Legacy Wealth Planning, LLC
- $60.4 Million
- Q3 2022
A detailed history of Legacy Wealth Planning, LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 8,100 shares of PTLC stock, worth $448,092. This represents 0.5% of its overall portfolio holdings.
Number of Shares
8,100Holding current value
$448,092% of portfolio
0.5%Shares
1 transactions
Others Institutions Holding PTLC
# of Institutions
216Shares Held
40.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.04MShares$334 Million0.03% of portfolio
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Morgan Stanley New York, NY4.47MShares$247 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.24MShares$179 Million0.08% of portfolio
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Wells Fargo & Company San Francisco, CA2.36MShares$130 Million0.03% of portfolio
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Cfs Investment Advisory Services, LLC Totowa, NJ1.98MShares$110 Million9.5% of portfolio