Ofc Financial Planning, LLC Pacer Fds Tr Trendpilot U S Bo Transaction History
Ofc Financial Planning, LLC
- $94.2 Billion
- Q2 2025
A detailed history of Ofc Financial Planning, LLC transactions in Pacer Fds Tr Trendpilot U S Bo stock. As of the latest transaction made, Ofc Financial Planning, LLC holds 33,770 shares of PTBD stock, worth $662,229. This represents 0.71% of its overall portfolio holdings.
Number of Shares
33,770
Previous 34,830
3.04%
Holding current value
$662,229
Previous $699 Million
4.54%
% of portfolio
0.71%
Previous 0.79%
Shares
3 transactions
Others Institutions Holding PTBD
# of Institutions
67Shares Held
4.97MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA566KShares$11.1 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC440KShares$8.62 Million0.0% of portfolio
-
O Donnell Financial Services, LLC336KShares$6.58 Million2.9% of portfolio
-
Napa Wealth Management Napa, CA313KShares$6.14 Million2.96% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL296KShares$5.81 Million0.0% of portfolio