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

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 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 12,606 shares of PTBD stock, worth $255,649. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,606
Previous 13,911 9.38%
Holding current value
$255,649
Previous $279,000 6.81%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
66
Shares Held
5.37M
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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