Forefront Wealth Partners, LLC Pacer Fds Tr Trendpilot U S Bo Transaction History
Forefront Wealth Partners, LLC
- $397 Billion
- Q3 2025
A detailed history of Forefront Wealth Partners, LLC transactions in Pacer Fds Tr Trendpilot U S Bo stock. As of the latest transaction made, Forefront Wealth Partners, LLC holds 31,953 shares of PTBD stock, worth $623,722. This represents 0.16% of its overall portfolio holdings.
Number of Shares
31,953Holding current value
$623,722% of portfolio
0.16%Shares
2 transactions
Others Institutions Holding PTBD
# of Institutions
58Shares Held
4.69MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA578KShares$11.3 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC413KShares$8.05 Million0.0% of portfolio
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Napa Wealth Management Napa, CA348KShares$6.79 Million3.23% of portfolio
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O Donnell Financial Services, LLC348KShares$6.79 Million2.8% of portfolio
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Raymond James Financial Inc St. Petersburg, FL286KShares$5.59 Million0.0% of portfolio