Forefront Wealth Partners, LLC Pacer Fds Tr Trendpilot U S Bo Transaction History
Forefront Wealth Partners, LLC
- $397 Billion
- Q3 2025
A detailed history of Forefront Wealth Partners, LLC transactions in Pacer Fds Tr Trendpilot U S Bo stock. As of the latest transaction made, Forefront Wealth Partners, LLC holds 31,953 shares of PTBD stock, worth $632,030. This represents 0.16% of its overall portfolio holdings.
Number of Shares
31,953Holding current value
$632,030% of portfolio
0.16%Shares
2 transactions
Others Institutions Holding PTBD
# of Institutions
64Shares Held
4.91MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA578KShares$11.4 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC440KShares$8.7 Million0.0% of portfolio
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O Donnell Financial Services, LLC336KShares$6.64 Million2.9% of portfolio
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Napa Wealth Management Napa, CA313KShares$6.2 Million2.96% of portfolio
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Raymond James Financial Inc St. Petersburg, FL296KShares$5.86 Million0.0% of portfolio