Ifp Advisors, Inc Pacer Fds Tr Trendpilot U S Bo Transaction History
Ifp Advisors, Inc
- $3.59 Billion
- Q3 2025
A detailed history of Ifp Advisors, Inc transactions in Pacer Fds Tr Trendpilot U S Bo stock. As of the latest transaction made, Ifp Advisors, Inc holds 4,963 shares of PTBD stock, worth $96,877. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,963
Previous 5,102
2.72%
Holding current value
$96,877
Previous $100,000
2.0%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding PTBD
# of Institutions
58Shares Held
4.7MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA578KShares$11.3 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC413KShares$8.05 Million0.0% of portfolio
-
Napa Wealth Management Napa, CA348KShares$6.79 Million3.23% of portfolio
-
O Donnell Financial Services, LLC348KShares$6.79 Million2.8% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL286KShares$5.59 Million0.0% of portfolio