Axxcess Wealth Management, LLC Pacer Fds Tr Trendpilot U S Bo Transaction History

Axxcess Wealth Management, LLC

  • $3.96 Billion
  • Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Pacer Fds Tr Trendpilot U S Bo stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 12,581 shares of PTBD stock, worth $254,136. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,581
Previous 12,606 0.2%
Holding current value
$254,136
Previous $260,000 3.46%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$19.99 - $20.7 $499 - $517
-25 Reduced 0.2%
12,581 $251,000
Q3 2024

Nov 04, 2024
SELL
$20.0 - $20.91 $26,100 - $27,287
-1,305 Reduced 9.38%
12,606 $260,000
Q2 2024

Aug 09, 2024
SELL
$19.88 - $20.36 $7,335 - $7,512
-369 Reduced 2.58%
13,911 $279,000
Q1 2024

May 14, 2024
SELL
$20.21 - $20.51 $41,228 - $41,840
-2,040 Reduced 12.5%
14,280 $291,000
Q4 2023

Feb 06, 2024
SELL
$19.09 - $20.67 $4,772 - $5,167
-250 Reduced 1.51%
16,320 $334,000
Q3 2023

Nov 14, 2023
BUY
$19.46 - $20.24 $322,452 - $335,376
16,570 New
16,570 $322,000

Others Institutions Holding PTBD

# of Institutions
67
Shares Held
5.42M
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
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess 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 Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email