Org Wealth Partners, LLC Pacer Fds Tr Trendpilot Us Mid Transaction History

Org Wealth Partners, LLC

$269 Million
Q3 2025

A detailed history of Org Wealth Partners, LLC transactions in Pacer Fds Tr Trendpilot Us Mid stock. As of the latest transaction made, Org Wealth Partners, LLC holds 747 shares of PTMC stock, worth $26,324. This represents 0.01% of its overall portfolio holdings.

Number of Shares

747

Holding current value

$26,324

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 24, 2025	BUY	$33.95 - $36.33 $25,360 - $27,138	747 New	747 $26,000

Others Institutions Holding PTMC

# of Institutions

Shares Held

8.35M

Call Options Held

Put Options Held

Wells Fargo & Company San Francisco, CA

1.29M
Shares

$45.4 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.03M
Shares

$36.2 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

1.01M
Shares

$35.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

541K
Shares

$19.1 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

390K
Shares

$13.7 Million
0.02% of portfolio

View Full List

About PACER FDS TR TRENDPILOT US MID

Ticker PTMC
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Org Wealth Partners, LLC Pacer Fds Tr Trendpilot Us Mid Transaction History