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

Org Wealth Partners, LLC

  • $139 Million
  • Q4 2024

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 46,869 shares of PTBD stock, worth $943,941. This represents 0.68% of its overall portfolio holdings.

Number of Shares
46,869
Previous 45,033 4.08%
Holding current value
$943,941
Previous $929 Million 99.9%
% of portfolio
0.68%
Previous 0.31%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
5.35M
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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