Kingswood Wealth Advisors, LLC Pacer Fds Tr Trendpilot U S Bo Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Pacer Fds Tr Trendpilot U S Bo stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 14,080 shares of PTBD stock, worth $284,134. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,080
Previous 15,958 11.77%
Holding current value
$284,134
Previous $321 Million 9.31%
% of portfolio
0.02%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$20.0 - $20.91 $37,560 - $39,268
-1,878 Reduced 11.77%
14,080 $291 Million
Q2 2024

Jul 09, 2024
BUY
$19.88 - $20.36 $317,245 - $324,904
15,958 New
15,958 $321 Million

Others Institutions Holding PTBD

# of Institutions
66
Shares Held
5.37M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR TRENDPILOT U S BO

PTBD Quotes by TradingView
  • Ticker PTBD
  • Sector ETFs
  • Industry ETFs
More about PTBD
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