Mbl Wealth, LLC Pacer Fds Tr Trendpilot Us Mid Transaction History
Mbl Wealth, LLC
- $1.02 Billion
- Q3 2025
A detailed history of Mbl Wealth, LLC transactions in Pacer Fds Tr Trendpilot Us Mid stock. As of the latest transaction made, Mbl Wealth, LLC holds 212,664 shares of PTMC stock, worth $7.48 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
212,664
Previous 232,058
8.36%
Holding current value
$7.48 Million
Previous $8.09 Million
5.92%
% of portfolio
0.75%
Previous 0.86%
Shares
18 transactions
Others Institutions Holding PTMC
# of Institutions
81Shares 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