Napa Wealth Management Pacer Fds Tr Trendpilot U S Bo Transaction History

Napa Wealth Management

  • $213 Billion
  • Q3 2025

A detailed history of Napa Wealth Management transactions in Pacer Fds Tr Trendpilot U S Bo stock. As of the latest transaction made, Napa Wealth Management holds 348,012 shares of PTBD stock, worth $6.79 Million. This represents 3.23% of its overall portfolio holdings.

Number of Shares
348,012
Previous 313,242 11.1%
Holding current value
$6.79 Million
Previous $6.19 Billion 11.55%
% of portfolio
3.23%
Previous 2.96%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$19.68 - $19.97 $684,273 - $694,356
34,770 Added 11.1%
348,012 $6.9 Billion
Q2 2025

Aug 14, 2025
BUY
$19.43 - $20.13 $6.09 Million - $6.31 Million
313,242 New
313,242 $6.19 Billion

Others Institutions Holding PTBD

# of Institutions
58
Shares Held
4.69M
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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