O Donnell Financial Services, LLC Pacer Fds Tr Trendpilot U S Bo Transaction History
O Donnell Financial Services, LLC
- $220 Million
- Q4 2024
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 207,257 shares of PTBD stock, worth $4.21 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
207,257
Previous 231,040
10.29%
Holding current value
$4.21 Million
Previous $4.77 Million
13.03%
% of portfolio
1.89%
Previous 2.25%
Shares
8 transactions
Others Institutions Holding PTBD
# of Institutions
70Shares Held
5.66MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA535KShares$10.9 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC481KShares$9.77 Million0.0% of portfolio
-
Inspire Advisors, LLC Meridian, ID444KShares$9.02 Million1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL308KShares$6.26 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA269KShares$5.46 Million0.0% of portfolio