Purchases and Sales Made in Q4 2024 in Pacer Fds Tr Trendpilot U S Bo (PTBD)
This table provides information about the institutional ownership of Pacer Fds Tr Trendpilot U S Bo (PTBD) during Q4 2024. The information is specifically focused on institutions that hold shares of PACER FDS TR TRENDPILOT U S BO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.47K- 18.46% |
$189K - $196K
|
41.8K
$849K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.8K- 10.72% |
$276K - $285K
|
115K
$2.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.8K- 30.19% |
$356K - $369K
|
41.2K
$837K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21K- 9.84% |
$420K - $435K
|
192K
$3.91M
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-23.8K- 10.29% |
$475K - $492K
|
207K
$4.21M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-28.4K- 14.6% |
$568K - $589K
|
166K
$3.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-51.6K- 9.69% |
$1.03M - $1.07M
|
481K
$9.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-447K- 93.46% |
$8.93M - $9.24M
|
31.2K
$635K
|