O Donnell Financial Services, LLC Pacer Fds Tr Trendpilot Us Mid Transaction History
O Donnell Financial Services, LLC
- $228 Million
- Q2 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 280,673 shares of PTMC stock, worth $10.1 Million. This represents 4.29% of its overall portfolio holdings.
Number of Shares
280,673
Previous 432,246
35.07%
Holding current value
$10.1 Million
Previous $15 Million
34.54%
% of portfolio
4.29%
Previous 7.39%
Shares
7 transactions
Others Institutions Holding PTMC
# of Institutions
85Shares Held
8.48MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.29MShares$46.4 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.03MShares$36.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.01MShares$36.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC541KShares$19.4 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL390KShares$14 Million0.02% of portfolio