Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 28, 2022

SELL
$21.33 - $24.43 $12.3 Million - $14.1 Million
-577,145 Closed
0 $0
Q1 2022

May 12, 2022

SELL
$24.05 - $26.88 $252,212 - $281,890
-10,487 Reduced 1.78%
577,145 $14 Million
Q4 2021

Jan 31, 2022

BUY
$26.52 - $27.2 $1.23 Million - $1.27 Million
46,547 Added 8.6%
587,632 $15.8 Million
Q3 2021

Nov 15, 2021

BUY
$27.07 - $27.88 $739,741 - $761,876
27,327 Added 5.32%
541,085 $14.7 Million
Q2 2021

Aug 10, 2021

BUY
$27.3 - $27.71 $14 Million - $14.2 Million
513,758 New
513,758 $14.2 Million

Others Institutions Holding PTBD

About PACER FDS TR TRENDPILOT U S BO


  • Ticker PTBD
  • Sector ETFs
  • Industry ETFs
More about PTBD
Track This Portfolio

Track D.A. Davidson & Co. Portfolio

Follow D.A. Davidson & Co. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of D.A. Davidson & Co., based on Form 13F filings with the SEC.

News

Stay updated on D.A. Davidson & Co. with notifications on news.