Concurrent Investment Advisors, LLC Pacer Fds Tr Trendpilot Us Mid Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 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 11,765 shares of PTMC stock, worth $414,128. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,765
Previous 11,793
0.24%
Holding current value
$414,128
Previous $408 Million
0.57%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding PTMC
# of Institutions
80Shares Held
7.89MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.07MShares$37.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.03MShares$36.1 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA997KShares$35.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC550KShares$19.4 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL379KShares$13.3 Million0.03% of portfolio