Napa Wealth Management Pacer Fds Tr Trendpilot U S Bo Transaction History
Napa Wealth Management
- $209 Billion
- Q2 2025
A detailed history of Napa Wealth Management transactions in Pacer Fds Tr Trendpilot U S Bo stock. As of the latest transaction made, Napa Wealth Management holds 313,242 shares of PTBD stock, worth $6.24 Million. This represents 2.96% of its overall portfolio holdings.
Number of Shares
313,242Holding current value
$6.24 Million% of portfolio
2.96%Shares
1 transactions
Others Institutions Holding PTBD
# of Institutions
67Shares Held
4.97MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA566KShares$11.3 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC440KShares$8.75 Million0.0% of portfolio
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O Donnell Financial Services, LLC336KShares$6.68 Million2.9% of portfolio
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Raymond James Financial Inc St. Petersburg, FL296KShares$5.9 Million0.0% of portfolio
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Creative Financial Designs Inc255KShares$5.08 Million0.39% of portfolio