A detailed history of Financial Perspectives, Inc transactions in Pacer Fds Tr Trendpilot U S Bo stock. As of the latest transaction made, Financial Perspectives, Inc holds 2,491 shares of PTBD stock, worth $50,268. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,491
Previous 3,172 21.47%
Holding current value
$50,268
Previous $63.8 Million 19.38%
% of portfolio
0.02%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$20.0 - $20.91 $13,620 - $14,239
-681 Reduced 21.47%
2,491 $51.4 Million
Q2 2024

Aug 09, 2024

SELL
$19.88 - $20.36 $13,041 - $13,356
-656 Reduced 17.14%
3,172 $63.8 Million
Q1 2024

Apr 19, 2024

BUY
$20.21 - $20.51 $1,131 - $1,148
56 Added 1.48%
3,828 $78.1 Million
Q4 2023

Feb 01, 2024

SELL
$19.09 - $20.67 $2,367 - $2,563
-124 Reduced 3.18%
3,772 $77.2 Million
Q3 2023

Jan 09, 2024

SELL
$19.46 - $20.24 $34,016 - $35,379
-1,748 Reduced 30.97%
3,896 $75.9 Million
Q2 2023

Jan 09, 2024

SELL
$19.61 - $20.42 $10,648 - $11,088
-543 Reduced 8.78%
5,644 $113 Million
Q1 2023

Jan 09, 2024

BUY
$19.99 - $21.17 $1,519 - $1,608
76 Added 1.24%
6,187 $124 Million
Q4 2022

Jan 09, 2024

SELL
$19.63 - $20.89 $33,508 - $35,659
-1,707 Reduced 21.83%
6,111 $123 Million
Q3 2022

Jan 09, 2024

BUY
$19.57 - $21.92 $1,820 - $2,038
93 Added 1.2%
7,818 $153 Million
Q2 2022

Jan 09, 2024

SELL
$21.33 - $24.43 $9,171 - $10,504
-430 Reduced 5.27%
7,725 $166 Million
Q1 2022

Jan 09, 2024

BUY
$24.05 - $26.88 $1,082 - $1,209
45 Added 0.55%
8,155 $198 Million
Q4 2021

Jan 09, 2024

BUY
$26.52 - $27.2 $9,838 - $10,091
371 Added 4.79%
8,110 $218 Million
Q3 2021

Jan 09, 2024

BUY
$27.07 - $27.88 $59,066 - $60,834
2,182 Added 39.27%
7,739 $210 Million
Q2 2021

Jan 09, 2024

SELL
$27.3 - $27.71 $1.98 Million - $2.01 Million
-72,681 Reduced 92.9%
5,557 $154 Million
Q1 2021

Jan 09, 2024

BUY
$27.01 - $27.75 $2.11 Million - $2.17 Million
78,093 Added 53857.24%
78,238 $2.87 Million
Q4 2020

Jan 09, 2024

BUY
$26.15 - $27.69 $3,791 - $4,015
145 New
145 $3.99 Million

Others Institutions Holding PTBD

About PACER FDS TR TRENDPILOT U S BO


  • Ticker PTBD
  • Sector ETFs
  • Industry ETFs
More about PTBD
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