Wetherby Asset Management Inc Pacer Fds Tr Trendpilot Us Lar Transaction History
Wetherby Asset Management Inc
- $2.13 Billion
- Q3 2024
A detailed history of Wetherby Asset Management Inc transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Wetherby Asset Management Inc holds 4,168 shares of PTLC stock, worth $229,281. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,168
Previous 4,168
-0.0%
Holding current value
$229,281
Previous $207,000
5.8%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding PTLC
# of Institutions
244Shares Held
43.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.04MShares$332 Million0.03% of portfolio
-
Morgan Stanley New York, NY4.47MShares$246 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.49MShares$192 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA2.48MShares$136 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.44MShares$134 Million0.05% of portfolio