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 $19.4 Million. This represents 9.04% of its overall portfolio holdings.

Number of Shares
515,479
Previous 473,852 8.78%
Holding current value
$19.4 Million
Previous $16.5 Million 16.07%
% of portfolio
9.04%
Previous 8.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About PACER FDS TR TRENDPILOT US MID


  • Ticker PTMC
  • Sector ETFs
  • Industry ETFs
More about PTMC
Track This Portfolio

Track O Donnell Financial Services, LLC Portfolio

Follow O Donnell Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of O Donnell Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on O Donnell Financial Services, LLC with notifications on news.