Org Wealth Partners, LLC Pacer Fds Tr Trendpilot U S Bo Transaction History

Org Wealth Partners, LLC

$270 Million
Q4 2025

A detailed history of Org Wealth Partners, LLC transactions in Pacer Fds Tr Trendpilot U S Bo stock. As of the latest transaction made, Org Wealth Partners, LLC holds 49,949 shares of PTBD stock, worth $975,004. This represents 0.36% of its overall portfolio holdings.

Number of Shares

49,949

Previous 52,201 4.31%

Holding current value

$975,004

Previous $1.04 Million 5.8%

% of portfolio

0.36%

Previous 0.38%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	SELL	$19.46 - $19.85 $43,823 - $44,702	-2,252 Reduced 4.31%	49,949 $975,000
Q3 2025 Oct 24, 2025	BUY	$19.68 - $19.97 $15,763 - $15,995	801 Added 1.56%	52,201 $1.04 Million
Q2 2025 Jul 16, 2025	BUY	$19.43 - $20.13 $62,273 - $64,516	3,205 Added 6.65%	51,400 $1.02 Million
Q1 2025 Apr 21, 2025	BUY	$19.96 - $20.4 $26,466 - $27,050	1,326 Added 2.83%	48,195 $966,000
Q4 2024 Jan 10, 2025	BUY	$19.99 - $20.7 $36,701 - $38,005	1,836 Added 4.08%	46,869 $937,000

Q3 2024 Oct 11, 2024	BUY	$20.0 - $20.91 $900,660 - $941,640	45,033 New	45,033 $929 Million

Others Institutions Holding PTBD

# of Institutions

Shares Held

4.15M

Call Options Held

Put Options Held

View Full List

About PACER FDS TR TRENDPILOT U S BO

Ticker PTBD
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Org Wealth Partners, LLC Pacer Fds Tr Trendpilot U S Bo Transaction History