Intrepid Financial Planning Group LLC Pacer Fds Tr Trendpilot U S Bo Transaction History
Intrepid Financial Planning Group LLC
- $234 Million
- Q4 2024
A detailed history of Intrepid Financial Planning Group LLC transactions in Pacer Fds Tr Trendpilot U S Bo stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 30,040 shares of PTBD stock, worth $609,211. This represents 0.26% of its overall portfolio holdings.
Number of Shares
30,040
Previous 30,291
0.83%
Holding current value
$609,211
Previous $624,000
3.85%
% of portfolio
0.26%
Previous 0.27%
Shares
8 transactions
Others Institutions Holding PTBD
# of Institutions
70Shares Held
5.66MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA535KShares$10.8 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC481KShares$9.76 Million0.0% of portfolio
-
Inspire Advisors, LLC Meridian, ID444KShares$9 Million1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL308KShares$6.25 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA269KShares$5.45 Million0.0% of portfolio