Optimum Investment Advisors Pacer Fds Tr Benchmark Indl Transaction History

Optimum Investment Advisors

$244 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 06, 2020	SELL	$31.78 - $35.78 $19,068 - $21,468	-600 Closed	0 $0
Q2 2020 Jul 16, 2020	BUY	$26.42 - $33.36 $15,852 - $20,016	600 New	600 $19,000

Others Institutions Holding INDS

# of Institutions

69

Shares Held

2.35M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

365K
Shares

$14.1 Million
0.02% of portfolio
Atomi Financial Group, Inc. Irvine, CA

299K
Shares

$11.5 Million
0.42% of portfolio
Northwestern Mutual Wealth Management CO

177K
Shares

$6.85 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

164K
Shares

$6.34 Million
0.0% of portfolio
Morgan Stanley New York, NY

163K
Shares

$6.3 Million
0.0% of portfolio

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