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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025

SELL
$19.43 - $20.13 $20,595 - $21,337
-1,060 Reduced 3.04%
33,770 $667 Million
Q1 2025

May 14, 2025

SELL
$19.96 - $20.4 $4,251 - $4,345
-213 Reduced 0.61%
34,830 $699 Million
Q4 2024

Jan 23, 2025

BUY
$19.99 - $20.7 $700,509 - $725,390
35,043 New
35,043 $701 Million

Others Institutions Holding PTBD

About PACER FDS TR TRENDPILOT U S BO


  • Ticker PTBD
  • Sector ETFs
  • Industry ETFs
More about PTBD
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