Concurrent Investment Advisors, LLC Pacer Fds Tr Trendpilot Us Mid Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Pacer Fds Tr Trendpilot Us Mid stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 11,793 shares of PTMC stock, worth $411,103. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,793
Previous 12,026
1.94%
Holding current value
$411,103
Previous $444 Million
8.02%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding PTMC
# of Institutions
77Shares Held
8.01MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.07MShares$37.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.03MShares$35.8 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA997KShares$34.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC550KShares$19.2 Million0.01% of portfolio
-
O Donnell Financial Services, LLC432KShares$15.1 Million7.39% of portfolio