Org Wealth Partners, LLC Pacer Fds Tr Trendpilot U S Bo Transaction History

Org Wealth Partners, LLC

  • $233 Million
  • Q2 2025

A detailed history of Org Wealth Partners, LLC transactions in Pacer Fds Tr Trendpilot U S Bo stock. As of the latest transaction made, Org Wealth Partners, LLC holds 51,400 shares of PTBD stock, worth $1.02 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
51,400
Previous 48,195 6.65%
Holding current value
$1.02 Million
Previous $966,000 5.07%
% of portfolio
0.44%
Previous 0.44%

Shares

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

Jul 16, 2025
BUY
$19.43 - $20.13 $62,273 - $64,516
3,205 Added 6.65%
51,400 $1.02 Million
Q1 2025

Apr 21, 2025
BUY
$19.96 - $20.4 $26,466 - $27,050
1,326 Added 2.83%
48,195 $966,000
Q4 2024

Jan 10, 2025
BUY
$19.99 - $20.7 $36,701 - $38,005
1,836 Added 4.08%
46,869 $937,000
Q3 2024

Oct 11, 2024
BUY
$20.0 - $20.91 $900,660 - $941,640
45,033 New
45,033 $929 Million

Others Institutions Holding PTBD

# of Institutions
65
Shares Held
4.89M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR TRENDPILOT U S BO

PTBD Quotes by TradingView
  • Ticker PTBD
  • Sector ETFs
  • Industry ETFs
More about PTBD
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