Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 03, 2022

SELL
$21.33 - $24.43 $1.82 Million - $2.08 Million
-85,153 Reduced 78.07%
23,917 $514,000
Q1 2022

Apr 18, 2022

BUY
$24.05 - $26.88 $81,842 - $91,472
3,403 Added 3.22%
109,070 $2.65 Million
Q4 2021

Jan 20, 2022

BUY
$26.52 - $27.2 $567,262 - $581,808
21,390 Added 25.38%
105,667 $2.85 Million
Q3 2021

Nov 01, 2021

SELL
$27.07 - $27.88 $395,546 - $407,382
-14,612 Reduced 14.78%
84,277 $2.29 Million
Q2 2021

Jul 21, 2021

BUY
$27.3 - $27.71 $161,752 - $164,181
5,925 Added 6.37%
98,889 $2.74 Million
Q1 2021

Apr 27, 2021

BUY
$27.01 - $27.75 $2.51 Million - $2.58 Million
92,964 New
92,964 $2.54 Million

Others Institutions Holding PTBD

About PACER FDS TR TRENDPILOT U S BO


  • Ticker PTBD
  • Sector ETFs
  • Industry ETFs
More about PTBD
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.