Concurrent Investment Advisors, LLC Pacer Fds Tr Trendpilot Us Mid 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 Us Mid stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 11,533 shares of PTMC stock, worth $406,422. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,533
Previous 11,765
1.97%
Holding current value
$406,422
Previous $410 Million
0.64%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding PTMC
# of Institutions
83Shares Held
8.35MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.29MShares$45.4 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.03MShares$36.2 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.01MShares$35.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC541KShares$19.1 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL390KShares$13.7 Million0.02% of portfolio