Institutional shares held 4.96 Million
0 calls
0 puts
Total value of holdings $100M
$0 calls
$0 puts
# of Institutions 67


Latest Institutional Activity in PTBD

Top Purchases

Q4 2024
Pacer Advisors, Inc. Shares Held: 535K ($10.8M)
Q4 2024
Ofc Financial Planning, LLC Shares Held: 35K ($708K)
Q4 2024
Org Partners LLC Shares Held: 28.5K ($576K)
Q4 2024
Kingswood Wealth Advisors, LLC Shares Held: 20K ($405K)
Q4 2024
Org Wealth Partners, LLC Shares Held: 46.9K ($947K)

Top Sells

Q4 2024
Csenge Advisory Group Shares Held: 31.2K ($631K)
Q4 2024
O Donnell Financial Services, LLC Shares Held: 207K ($4.19M)
Q4 2024
Stratos Wealth Partners, Ltd. Shares Held: 27.4K ($554K)
Q4 2024
Geneos Wealth Management Inc. Shares Held: 32.4K ($654K)
Q4 2024
Capital Asset Advisory Services LLC Shares Held: 12.6K ($254K)

About PTBD

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