Morey & Quinn Wealth Partners, LLC Pacer Fds Tr Trendpilot U S Bo Transaction History

Morey & Quinn Wealth Partners, LLC

  • $125 Billion
  • Q2 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 $318,648. This represents 0.25% of its overall portfolio holdings.

Number of Shares
16,069
Previous 13,309 20.74%
Holding current value
$318,648
Previous $267 Million 18.87%
% of portfolio
0.25%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$19.43 - $20.13 $53,626 - $55,558
2,760 Added 20.74%
16,069 $317 Million
Q4 2024

Feb 11, 2025
BUY
$19.99 - $20.7 $266,046 - $275,496
13,309 New
13,309 $266 Million

Others Institutions Holding PTBD

# of Institutions
67
Shares Held
4.97M
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 Morey & Quinn Wealth Partners, LLC Portfolio

Follow Morey & Quinn Wealth Partners, 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 Morey & Quinn Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morey & Quinn Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email