O Donnell Financial Services, LLC Pacer Fds Tr Trendpilot Us Mid Transaction History
O Donnell Financial Services, LLC
- $189 Million
- Q1 2024
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 399,520 shares of PTMC stock, worth $13.7 Million. This represents 7.61% of its overall portfolio holdings.
Number of Shares
399,520
Previous 377,881
5.73%
Holding current value
$13.7 Million
Previous $12.4 Million
15.92%
% of portfolio
7.61%
Previous 7.24%
Shares
2 transactions
Others Institutions Holding PTMC
# of Institutions
73Shares Held
7.28MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.04MShares$35.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY786KShares$27 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA728KShares$25 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC510KShares$17.5 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL379KShares$13 Million0.03% of portfolio