Invenio Wealth Partners LLC Pacer Fds Tr Trendpilot Us Mid Transaction History
Invenio Wealth Partners LLC
- $275 Billion
- Q3 2025
A detailed history of Invenio Wealth Partners LLC transactions in Pacer Fds Tr Trendpilot Us Mid stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 292,318 shares of PTMC stock, worth $10.3 Million. This represents 3.81% of its overall portfolio holdings.
Number of Shares
292,318
Previous 279,114
4.73%
Holding current value
$10.3 Million
Previous $9.74 Billion
7.52%
% of portfolio
3.81%
Previous 3.87%
Shares
2 transactions
Others Institutions Holding PTMC
# of Institutions
82Shares Held
7.88MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.07MShares$37.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.07MShares$37.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC894KShares$31.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC537KShares$18.9 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL432KShares$15.2 Million0.02% of portfolio