Lpl Financial LLC Pacer Fds Tr Trendpilot U S Bo Transaction History
Lpl Financial LLC
- $283 Billion
- Q2 2025
A detailed history of Lpl Financial LLC transactions in Pacer Fds Tr Trendpilot U S Bo stock. As of the latest transaction made, Lpl Financial LLC holds 439,662 shares of PTBD stock, worth $8.68 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
439,662
Previous 503,510
12.68%
Holding current value
$8.68 Million
Previous $10.1 Million
14.03%
% of portfolio
0.0%
Previous 0.0%
Shares
21 transactions
Others Institutions Holding PTBD
# of Institutions
68Shares Held
4.99MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA566KShares$11.2 Million0.03% of portfolio
-
O Donnell Financial Services, LLC336KShares$6.63 Million2.9% of portfolio
-
Napa Wealth Management Napa, CA313KShares$6.19 Million2.96% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL296KShares$5.85 Million0.0% of portfolio
-
Creative Financial Designs Inc255KShares$5.04 Million0.39% of portfolio