ODonnell Financial Services, LLC PTBD Holdings History
ODonnell Financial Services, LLC's Pacer Trendpilot US Bond ETF Holding Summary
As of 2025-03-31, ODonnell Financial Services, LLC held 327,583.00 shares of Pacer Trendpilot US Bond ETF(PTBD), totaling $6.57 Mil. This investment constitutes 2.71% of their stock portfolio, and ODonnell Financial Services, LLC now holds 4.04% of the outstanding Pacer Trendpilot US Bond ETF(PTBD) stock.
The initial trade took place in 2021Q3. And since then ODonnell Financial Services, LLC has made 5 purchases of PTBD, at an average price of $23.51, for a total of 789,844.00 shares. In addition, there have been 3 sales at an average price of $24.65 for 462,261.00 shares. Based on historical transaction data and PTBD's current price of $19.70, ODonnell Financial Services, LLC's estimated gain on his PTBD holdings is $-720,232.13, reflecting a -3.88% gain to date.
ODonnell Financial Services, LLC PTBD ($19.70) Holding Chart
ODonnell Financial Services, LLC PTBD ($19.70) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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