O Donnell Financial Services, LLC Pacer Fds Tr Trendpilot Us Mid 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 Us Mid stock. As of the latest transaction made, O Donnell Financial Services, LLC holds 97,946 shares of PTMC stock, worth $3.44 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

97,946

Previous 280,673 65.1%

Holding current value

$3.44 Million

Previous $9.79 Million 64.17%

% of portfolio

1.42%

Previous 4.29%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$33.95 - $36.33 $6.2 Million - $6.64 Million	-182,727 Reduced 65.1%	97,946 $3.51 Million
Q2 2025 Jul 29, 2025	SELL	$34.58 - $34.88 $5.24 Million - $5.29 Million	-151,573 Reduced 35.07%	280,673 $9.79 Million
Q1 2025 May 05, 2025	SELL	$34.5 - $38.9 $2.83 Million - $3.19 Million	-81,912 Reduced 15.93%	432,246 $15 Million
Q4 2024 Jan 23, 2025	SELL	$36.74 - $40.43 $48,533 - $53,408	-1,321 Reduced 0.26%	514,158 $19 Million
Q3 2024 Oct 22, 2024	BUY	$34.06 - $37.17 $1.42 Million - $1.55 Million	41,627 Added 8.78%	515,479 $19.1 Million

Q2 2024 Jul 30, 2024	BUY	$33.44 - $36.04 $2.49 Million - $2.68 Million	74,332 Added 18.61%	473,852 $16.5 Million
Q1 2024 Apr 22, 2024	BUY	$31.78 - $36.03 $687,687 - $779,653	21,639 Added 5.73%	399,520 $14.4 Million
Q4 2023 Feb 02, 2024	BUY	$30.5 - $33.81 $11.5 Million - $12.8 Million	377,881 New	377,881 $12.4 Million

Others Institutions Holding PTMC

# of Institutions

Shares Held

7.88M

Call Options Held

Put Options Held

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O Donnell Financial Services, LLC Pacer Fds Tr Trendpilot Us Mid Transaction History