Concurrent Investment Advisors, LLC Pacer Fds Tr Trendpilot U S Bo Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Pacer Fds Tr Trendpilot U S Bo stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 24,109 shares of PTBD stock, worth $476,876. This represents 0.01% of its overall portfolio holdings.
Number of Shares
24,109
              Previous 24,995
              
        
           3.54%
        
      
          
        Holding current value
$476,876
            Previous $494 Million
            
        
           3.15%
        
      
          
        % of portfolio
0.01%
            Previous 0.01%
          
        Shares
	  4 transactions
	
  Others Institutions Holding PTBD
# of Institutions
65Shares Held
4.91MCall Options Held
0Put Options Held
0- 
    
      Pacer Advisors, Inc. Malvern, PA578KShares$11.4 Million0.03% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC440KShares$8.7 Million0.0% of portfolio
- 
    
      O Donnell Financial Services, LLC336KShares$6.64 Million2.9% of portfolio
- 
    
      Napa Wealth Management Napa, CA313KShares$6.2 Million2.96% of portfolio
- 
    
      Raymond James Financial Inc St. Petersburg, FL296KShares$5.86 Million0.0% of portfolio