Napa Wealth Management Pacer Fds Tr Trendpilot Fd Fds Transaction History

Napa Wealth Management

$178 Billion
Q1 2025

A detailed history of Napa Wealth Management transactions in Pacer Fds Tr Trendpilot Fd Fds stock. As of the latest transaction made, Napa Wealth Management holds 19,605 shares of TRND stock, worth $631,281. This represents 0.35% of its overall portfolio holdings.

Number of Shares

19,605

Holding current value

$631,281

% of portfolio

0.35%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$31.93 - $33.88 $625,987 - $664,217	19,605 New	19,605 $630 Million

Others Institutions Holding TRND

# of Institutions

Shares Held

1.15M

Call Options Held

Put Options Held

Commonwealth Equity Services, LLC

543K
Shares

$17.5 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

181K
Shares

$5.83 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

102K
Shares

$3.28 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

83.9K
Shares

$2.7 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

42.8K
Shares

$1.38 Million
0.0% of portfolio

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About PACER FDS TR TRENDPILOT FD FDS

Ticker TRND
Sector ETFs
Industry ETFs

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Napa Wealth Management Pacer Fds Tr Trendpilot Fd Fds Transaction History