Concurrent Investment Advisors, LLC Pacer Fds Tr Trendpilot U S Bo Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 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 24,109 shares of PTBD stock, worth $470,607. This represents 0.01% of its overall portfolio holdings.
Number of Shares
24,109
Previous 24,995
3.54%
Holding current value
$470,607
Previous $494 Million
3.15%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding PTBD
# of Institutions
58Shares Held
4.7MCall 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
-
O Donnell Financial Services, LLC348KShares$6.79 Million2.8% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL286KShares$5.59 Million0.0% of portfolio