Cyndeo Wealth Partners, LLC Pacer Fds Tr Trendpilot Us Mid Transaction History
Cyndeo Wealth Partners, LLC
- $1.72 Billion
- Q3 2025
A detailed history of Cyndeo Wealth Partners, LLC transactions in Pacer Fds Tr Trendpilot Us Mid stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 5,712 shares of PTMC stock, worth $200,891. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,712
Previous 5,856
2.46%
Holding current value
$200,891
Previous $204,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding PTMC
# of Institutions
82Shares Held
7.88MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.07MShares$37.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.07MShares$37.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC894KShares$31.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC537KShares$18.9 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL432KShares$15.2 Million0.02% of portfolio