Concurrent Investment Advisors, LLC Pacer Fds Tr Trendpilot U S Bo Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Pacer Fds Tr Trendpilot U S Bo stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 24,995 shares of PTBD stock, worth $498,650. This represents 0.01% of its overall portfolio holdings.
Number of Shares
24,995
Previous 25,607
2.39%
Holding current value
$498,650
Previous $512 Million
2.1%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding PTBD
# of Institutions
66Shares Held
5.82MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA581KShares$11.6 Million0.03% of portfolio
-
Inspire Advisors, LLC Meridian, ID547KShares$10.9 Million1.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC504KShares$10 Million0.0% of portfolio
-
O Donnell Financial Services, LLC328KShares$6.54 Million3.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL308KShares$6.15 Million0.0% of portfolio