Perigon Wealth Management, LLC Pacer Fds Tr Trendpilot U S Bo Transaction History

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Pacer Fds Tr Trendpilot U S Bo stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 44,408 shares of PTBD stock, worth $866,844. This represents 0.02% of its overall portfolio holdings.

Number of Shares
44,408
Previous 44,164 0.55%
Holding current value
$866,844
Previous $872,000 0.92%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$19.68 - $19.97 $4,801 - $4,872
244 Added 0.55%
44,408 $880,000
Q2 2025

Jul 15, 2025
BUY
$19.43 - $20.13 $41,308 - $42,796
2,126 Added 5.06%
44,164 $872,000
Q1 2025

Apr 23, 2025
SELL
$19.96 - $20.4 $1,017 - $1,040
-51 Reduced 0.12%
42,038 $843,000
Q4 2024

Jan 22, 2025
BUY
$19.99 - $20.7 $12,253 - $12,689
613 Added 1.48%
42,089 $841,000
Q3 2024

Oct 16, 2024
BUY
$20.0 - $20.91 $29,240 - $30,570
1,462 Added 3.65%
41,476 $855,000
Q2 2024

Aug 02, 2024
BUY
$19.88 - $20.36 $795,478 - $814,685
40,014 New
40,014 $804,000

Others Institutions Holding PTBD

# of Institutions
58
Shares Held
4.69M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR TRENDPILOT U S BO

PTBD Quotes by TradingView
  • Ticker PTBD
  • Sector ETFs
  • Industry ETFs
More about PTBD
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