O Donnell Financial Services, LLC Pacer Fds Tr Trendpilot U S Bo Transaction History

O Donnell Financial Services, LLC

  • $247 Million
  • Q3 2025

A detailed history of O Donnell Financial Services, LLC transactions in Pacer Fds Tr Trendpilot U S Bo stock. As of the latest transaction made, O Donnell Financial Services, LLC holds 347,665 shares of PTBD stock, worth $6.79 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares
347,665
Previous 335,578 3.6%
Holding current value
$6.79 Million
Previous $6.63 Million 4.03%
% of portfolio
2.8%
Previous 2.9%

Shares

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

Nov 07, 2025
BUY
$19.68 - $19.97 $237,872 - $241,377
12,087 Added 3.6%
347,665 $6.89 Million
Q2 2025

Jul 29, 2025
BUY
$19.43 - $20.13 $155,342 - $160,939
7,995 Added 2.44%
335,578 $6.63 Million
Q1 2025

May 05, 2025
BUY
$19.96 - $20.4 $2.4 Million - $2.45 Million
120,326 Added 58.06%
327,583 $6.57 Million
Q4 2024

Jan 23, 2025
SELL
$19.99 - $20.7 $475,422 - $492,308
-23,783 Reduced 10.29%
207,257 $4.15 Million
Q3 2024

Oct 22, 2024
SELL
$20.0 - $20.91 $1.04 Million - $1.08 Million
-51,867 Reduced 18.33%
231,040 $4.77 Million
Q2 2024

Jul 30, 2024
BUY
$19.88 - $20.36 $659,280 - $675,198
33,163 Added 13.28%
282,907 $5.69 Million
Q1 2024

Apr 22, 2024
BUY
$20.21 - $20.51 $360,647 - $366,000
17,845 Added 7.7%
249,744 $5.09 Million
Q4 2023

Feb 02, 2024
BUY
$19.09 - $20.67 $4.43 Million - $4.79 Million
231,899 New
231,899 $4.75 Million
Q1 2022

May 04, 2022
SELL
$24.05 - $26.88 $9.3 Million - $10.4 Million
-386,611 Closed
0 $0
Q4 2021

Feb 02, 2022
BUY
$26.52 - $27.2 $4.65 Million - $4.77 Million
175,284 Added 82.94%
386,611 $10.1 Million
Q3 2021

Oct 29, 2021
BUY
$27.07 - $27.88 $5.72 Million - $5.89 Million
211,327 New
211,327 $5.73 Million

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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