Morey & Quinn Wealth Partners, LLC Pacer Fds Tr Trendpilot U S Bo Transaction History

Morey & Quinn Wealth Partners, LLC

  • $125 Billion
  • Q2 2025

A detailed history of Morey & Quinn Wealth Partners, LLC transactions in Pacer Fds Tr Trendpilot U S Bo stock. As of the latest transaction made, Morey & Quinn Wealth Partners, LLC holds 16,069 shares of PTBD stock, worth $317,362. This represents 0.25% of its overall portfolio holdings.

Number of Shares
16,069
Previous 13,309 20.74%
Holding current value
$317,362
Previous $267 Million 18.87%
% of portfolio
0.25%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$19.43 - $20.13 $53,626 - $55,558
2,760 Added 20.74%
16,069 $317 Million
Q4 2024

Feb 11, 2025
BUY
$19.99 - $20.7 $266,046 - $275,496
13,309 New
13,309 $266 Million

Others Institutions Holding PTBD

# of Institutions
65
Shares Held
4.78M
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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