Impact Partnership Wealth, LLC Pacer Fds Tr Trendpilot Fd Fds Transaction History

Impact Partnership Wealth, LLC

$443 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 17, 2023	BUY	$28.08 - $29.77 $898 - $952	32 Added 5.75%	589 $16.6 Million
Q2 2023 Jul 17, 2023	BUY	$27.26 - $29.09 $15,183 - $16,203	557 New	557 $16.2 Million

Others Institutions Holding TRND

# of Institutions

23

Shares Held

1.01M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

528K
Shares

$17.8 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

162K
Shares

$5.44 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

52.1K
Shares

$1.75 Million
0.0% of portfolio
Financial Advocates Investment Management Olympia, WA

48.6K
Shares

$1.64 Million
0.09% of portfolio
Cambridge Investment Research Advisors, Inc.

45.1K
Shares

$1.52 Million
0.01% of portfolio

About PACER FDS TR TRENDPILOT FD FDS

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