Optivise Advisory Services LLC Pacer Fds Tr Trendpilot Us Lar Transaction History
Optivise Advisory Services LLC
- $190 Billion
- Q3 2024
A detailed history of Optivise Advisory Services LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Optivise Advisory Services LLC holds 43,981 shares of PTLC stock, worth $2.43 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
43,981Holding current value
$2.43 Million% of portfolio
1.22%Shares
2 transactions
Others Institutions Holding PTLC
# of Institutions
211Shares Held
39.6MCall 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
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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, NJ1.96MShares$108 Million8.64% of portfolio