Institutional shares held 5.58 Million
0 calls
0 puts
Total value of holdings $112M
$0 calls
$0 puts
# of Institutions 67


Latest Institutional Activity in PTBD

Top Purchases

Q1 2025
Org Wealth Partners, LLC Shares Held: 48.2K ($948K)
Q1 2025
United Advisor Group, LLC Shares Held: 11.7K ($229K)
Q4 2024
Raymond James Financial Inc Shares Held: 308K ($6.06M)
Q4 2024
Cetera Investment Advisers Shares Held: 234K ($4.61M)
Q4 2024
Inspire Advisors, LLC Shares Held: 444K ($8.73M)

Top Sells

Q1 2025
Org Partners LLC Shares Held: 22.3K ($439K)
Q1 2025
Capital Asset Advisory Services LLC Shares Held: 12.3K ($243K)
Q4 2024
Csenge Advisory Group Shares Held: 31.2K ($615K)
Q4 2024
Lpl Financial LLC Shares Held: 481K ($9.47M)
Q4 2024
New Edge Advisors, LLC Shares Held: 166K ($3.27M)

About PTBD

Track Institutional and Insider Activities on PTBD

Follow PACER FDS TR TRENDPILOT U S BO and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells PTBD shares.

Notify only if
Any

Insider Trading

Get notified when an Pacer Fds Tr Trendpilot U S Bo insider buys or sells PTBD shares.

Notify only if
Any
Any
P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
20 item(s) selected

News

Receive news related to PACER FDS TR TRENDPILOT U S BO

Track Activities on PTBD