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 $945,816. This represents 0.68% of its overall portfolio holdings.

Number of Shares
46,869
Previous 45,033 4.08%
Holding current value
$945,816
Previous $929 Million 99.9%
% of portfolio
0.68%
Previous 0.31%

Shares

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

Jan 10, 2025
BUY
$19.99 - $20.7 $36,701 - $38,005
1,836 Added 4.08%
46,869 $937,000
Q3 2024

Oct 11, 2024
BUY
$20.0 - $20.91 $900,660 - $941,640
45,033 New
45,033 $929 Million

Others Institutions Holding PTBD

# of Institutions
69
Shares Held
5.63M
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 Org Wealth Partners, LLC Portfolio

Follow Org Wealth Partners, LLC 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 Org Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email