Kingswood Wealth Advisors, LLC Pacer Fds Tr Trendpilot U S Bo Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Pacer Fds Tr Trendpilot U S Bo stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 20,038 shares of PTBD stock, worth $404,567. This represents 0.03% of its overall portfolio holdings.

Number of Shares
20,038
Previous 14,080 42.32%
Holding current value
$404,567
Previous $291 Million 37.77%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$19.99 - $20.7 $119,100 - $123,330
5,958 Added 42.32%
20,038 $401 Million
Q3 2024

Oct 21, 2024
SELL
$20.0 - $20.91 $37,560 - $39,268
-1,878 Reduced 11.77%
14,080 $291 Million
Q2 2024

Jul 09, 2024
BUY
$19.88 - $20.36 $317,245 - $324,904
15,958 New
15,958 $321 Million

Others Institutions Holding PTBD

# of Institutions
66
Shares Held
4.95M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR TRENDPILOT U S BO

PTBD Quotes by TradingView
  • Ticker PTBD
  • Sector ETFs
  • Industry ETFs
More about PTBD
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