Kingswood Wealth Advisors, LLC Pacer Fds Tr Trendpilot U S Bo Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Pacer Fds Tr Trendpilot U S Bo stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 20,038 shares of PTBD stock, worth $403,164. This represents 0.03% of its overall portfolio holdings.

Number of Shares
20,038
Previous 14,080 42.32%
Holding current value
$403,164
Previous $291 Million 37.77%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$19.99 - $20.7 $119,100 - $123,330
5,958 Added 42.32%
20,038 $401 Million
Q3 2024

Oct 21, 2024
SELL
$20.0 - $20.91 $37,560 - $39,268
-1,878 Reduced 11.77%
14,080 $291 Million
Q2 2024

Jul 09, 2024
BUY
$19.88 - $20.36 $317,245 - $324,904
15,958 New
15,958 $321 Million

Others Institutions Holding PTBD

# of Institutions
69
Shares Held
5.63M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR TRENDPILOT U S BO

PTBD Quotes by TradingView
  • Ticker PTBD
  • Sector ETFs
  • Industry ETFs
More about PTBD
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email