Avantax Advisory Services, Inc. Pacer Fds Tr Trendpilot U S Bo Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
A detailed history of Avantax Advisory Services, Inc. transactions in Pacer Fds Tr Trendpilot U S Bo stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 54,378 shares of PTBD stock, worth $1.06 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
54,378
Previous 56,901
4.43%
Holding current value
$1.06 Million
Previous $1.14 Million
5.96%
% of portfolio
0.01%
Previous 0.01%
Shares
22 transactions
Others Institutions Holding PTBD
# of Institutions
58Shares Held
4.69MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA578KShares$11.3 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC413KShares$8.05 Million0.0% of portfolio
-
Napa Wealth Management Napa, CA348KShares$6.79 Million3.23% of portfolio
-
O Donnell Financial Services, LLC348KShares$6.79 Million2.8% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL286KShares$5.59 Million0.0% of portfolio