Ofc Financial Planning, LLC Pacer Fds Tr Trendpilot U S Bo Transaction History

Ofc Financial Planning, LLC

$101 Billion
Q3 2025

A detailed history of Ofc Financial Planning, LLC transactions in Pacer Fds Tr Trendpilot U S Bo stock. As of the latest transaction made, Ofc Financial Planning, LLC holds 32,744 shares of PTBD stock, worth $639,162. This represents 0.64% of its overall portfolio holdings.

Number of Shares

32,744

Previous 33,770 3.04%

Holding current value

$639,162

Previous $667 Million 2.65%

% of portfolio

0.64%

Previous 0.71%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 13, 2025	SELL	$19.68 - $19.97 $20,191 - $20,489	-1,026 Reduced 3.04%	32,744 $649 Million
Q2 2025 Aug 13, 2025	SELL	$19.43 - $20.13 $20,595 - $21,337	-1,060 Reduced 3.04%	33,770 $667 Million
Q1 2025 May 14, 2025	SELL	$19.96 - $20.4 $4,251 - $4,345	-213 Reduced 0.61%	34,830 $699 Million
Q4 2024 Jan 23, 2025	BUY	$19.99 - $20.7 $700,509 - $725,390	35,043 New	35,043 $701 Million

Others Institutions Holding PTBD

# of Institutions

Shares Held

4.79M

Call Options Held

Put Options Held

View Full List

About PACER FDS TR TRENDPILOT U S BO

Ticker PTBD
Sector ETFs
Industry ETFs

More about PTBD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ofc Financial Planning, LLC with notifications on news.

Account

Ofc Financial Planning, LLC Pacer Fds Tr Trendpilot U S Bo Transaction History