O Donnell Financial Services, LLC Pacer Fds Tr Trendpilot Us Mid Transaction History
O Donnell Financial Services, LLC
- $202 Million
- Q1 2025
A detailed history of O Donnell Financial Services, LLC transactions in Pacer Fds Tr Trendpilot Us Mid stock. As of the latest transaction made, O Donnell Financial Services, LLC holds 432,246 shares of PTMC stock, worth $15 Million. This represents 7.39% of its overall portfolio holdings.
Number of Shares
432,246
Previous 514,158
15.93%
Holding current value
$15 Million
Previous $19 Million
21.15%
% of portfolio
7.39%
Previous 8.63%
Shares
6 transactions
Others Institutions Holding PTMC
# of Institutions
77Shares Held
8.01MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.07MShares$37.1 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.03MShares$35.7 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA997KShares$34.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC550KShares$19.1 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL379KShares$13.2 Million0.03% of portfolio