O Donnell Financial Services, LLC Pacer Fds Tr Trendpilot Us Mid Transaction History
O Donnell Financial Services, LLC
- $212 Million
- Q3 2024
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 515,479 shares of PTMC stock, worth $19.3 Million. This represents 9.04% of its overall portfolio holdings.
Number of Shares
515,479
Previous 473,852
8.78%
Holding current value
$19.3 Million
Previous $16.5 Million
16.07%
% of portfolio
9.04%
Previous 8.08%
Shares
4 transactions
Others Institutions Holding PTMC
# of Institutions
71Shares Held
7.33MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.02MShares$38.1 Million0.0% of portfolio
-
Morgan Stanley New York, NY785KShares$29.4 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA769KShares$28.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC514KShares$19.3 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL379KShares$14.2 Million0.03% of portfolio