Concurrent Investment Advisors, LLC Pacer Fds Tr Trendpilot U S Bo Transaction History
Concurrent Investment Advisors, LLC
- $8.78 Trillion
- Q4 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Pacer Fds Tr Trendpilot U S Bo stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 19,000 shares of PTBD stock, worth $370,880. This represents 0.0% of its overall portfolio holdings.
Number of Shares
19,000
Previous 24,109
21.19%
Holding current value
$370,880
Previous $478 Million
22.9%
% of portfolio
0.0%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding PTBD
# of Institutions
57Shares Held
4.15MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA578KShares$11.3 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC413KShares$8.05 Million0.0% of portfolio
-
Napa Wealth Management Napa, CA348KShares$6.79 Million3.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL286KShares$5.59 Million0.0% of portfolio
-
Creative Financial Designs Inc265KShares$5.17 Million0.38% of portfolio