Institutional shares held 4.91 Million
0 calls
0 puts
Total value of holdings $97.1M
$0 calls
$0 puts
# of Institutions 64


Latest Institutional Activity in PTBD

Top Purchases

Q3 2025
Forefront Wealth Partners, LLC Shares Held: 32K ($632K)
Q3 2025
Pacer Advisors, Inc. Shares Held: 578K ($11.4M)
Q3 2025
Org Wealth Partners, LLC Shares Held: 52.2K ($1.03M)
Q3 2025
Truist Financial Corp Shares Held: 12K ($238K)
Q3 2025
Perigon Wealth Management, LLC Shares Held: 44.4K ($878K)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 24.4K ($482K)
Q3 2025
Org Partners LLC Shares Held: 20.9K ($414K)
Q3 2025
Concurrent Investment Advisors, LLC Shares Held: 24.1K ($477K)
Q2 2025
Inspire Advisors, LLC Shares Held: 58.2K ($1.15M)
Q2 2025
Atria Investments LLC Shares Held: 47.5K ($939K)

About PTBD

Track Institutional and Insider Activities on PTBD

Follow PACER FDS TR TRENDPILOT U S BO and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells PTBD shares.

Notify only if

Insider Trading

Get notified when an Pacer Fds Tr Trendpilot U S Bo insider buys or sells PTBD shares.

Notify only if

News

Receive news related to PACER FDS TR TRENDPILOT U S BO

Track Activities on PTBD