Valmark Advisers, Inc. Pacer Fds Tr Trendpilot U S Bo Transaction History

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Pacer Fds Tr Trendpilot U S Bo stock. As of the latest transaction made, Valmark Advisers, Inc. holds 11,007 shares of PTBD stock, worth $223,221. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,007
Previous 10,837 1.57%
Holding current value
$223,221
Previous $223,000 1.35%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$19.99 - $20.7 $3,398 - $3,519
170 Added 1.57%
11,007 $220,000
Q3 2024

Oct 25, 2024
BUY
$20.0 - $20.91 $216,740 - $226,601
10,837 New
10,837 $223,000
Q1 2024

May 03, 2024
BUY
$20.21 - $20.51 $198,805 - $201,756
9,837 New
9,837 $200,000
Q4 2022

Feb 06, 2023
BUY
$19.63 - $20.89 $205,015 - $218,175
10,444 New
10,444 $210,000

Others Institutions Holding PTBD

# of Institutions
70
Shares Held
5.66M
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
Track This Portfolio

Track Valmark Advisers, Inc. Portfolio

Follow Valmark Advisers, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email