Morey & Quinn Wealth Partners, LLC Pacer Fds Tr Trendpilot U S Bo Transaction History
Morey & Quinn Wealth Partners, LLC
- $136 Billion
- Q3 2025
A detailed history of Morey & Quinn Wealth Partners, LLC transactions in Pacer Fds Tr Trendpilot U S Bo stock. As of the latest transaction made, Morey & Quinn Wealth Partners, LLC holds 16,069 shares of PTBD stock, worth $313,666. This represents 0.23% of its overall portfolio holdings.
Number of Shares
16,069
Previous 16,069
-0.0%
Holding current value
$313,666
Previous $317 Million
0.4%
% of portfolio
0.23%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding PTBD
# of Institutions
58Shares Held
4.69MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA578KShares$11.3 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC413KShares$8.05 Million0.0% of portfolio
-
Napa Wealth Management Napa, CA348KShares$6.79 Million3.23% of portfolio
-
O Donnell Financial Services, LLC348KShares$6.79 Million2.8% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL286KShares$5.59 Million0.0% of portfolio