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 $946,753. This represents 0.68% of its overall portfolio holdings.
Number of Shares
46,869
Previous 45,033
4.08%
Holding current value
$946,753
Previous $929 Million
99.9%
% of portfolio
0.68%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding PTBD
# of Institutions
67Shares Held
5.43MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA535KShares$10.8 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC533KShares$10.8 Million0.01% of portfolio
-
Inspire Advisors, LLC Meridian, ID444KShares$8.97 Million1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL308KShares$6.23 Million0.0% of portfolio
-
Atria Investments LLC Charlotte, NC248KShares$5.01 Million0.07% of portfolio