Purchases and Sales Made in Q2 2025 in Pacer Fds Tr Trendpilot U S Bo (PTBD)
This table provides information about the institutional ownership of Pacer Fds Tr Trendpilot U S Bo (PTBD) during Q2 2025. The information is specifically focused on institutions that hold shares of PACER FDS TR TRENDPILOT U S BO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
3.21K+ 6.65% |
$62.3K - $64.5K
|
51.4K
$1.02M
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.13K+ 5.06% |
$41.3K - $42.8K
|
44.2K
$873K
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
328+ 1.47% |
$6.37K - $6.6K
|
22.6K
$448K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
142+ 1.24% |
$2.76K - $2.86K
|
11.6K
$230K
|