Number of Shares
432,246.00
Current Holdings Value*
$14.96 Mil
% of Portfolio
6.17%
Total Estimate Gain
$1.39 Mil
% of Total Estimate Gain
8.36%

ODonnell Financial Services, LLC's Pacer Trendpilot US Mid Cap ETF Holding Summary

As of 2025-03-31, ODonnell Financial Services, LLC held 432,246.00 shares of Pacer Trendpilot US Mid Cap ETF(PTMC), totaling $14.96 Mil. This investment constitutes 6.17% of their stock portfolio, and ODonnell Financial Services, LLC now holds 3.53% of the outstanding Pacer Trendpilot US Mid Cap ETF(PTMC) stock.

The initial trade took place in 2023Q4. And since then ODonnell Financial Services, LLC has made 4 purchases of PTMC, at an average price of $32.35, for a total of 515,479.00 shares. In addition, there have been 2 sales at an average price of $36.72 for 83,233.00 shares. Based on historical transaction data and PTMC's current price of $34.73, ODonnell Financial Services, LLC's estimated gain on his PTMC holdings is $1.39 Mil, reflecting a 8.36% gain to date.

ODonnell Financial Services, LLC PTMC ($34.73) Holding Chart

ODonnell Financial Services, LLC PTMC ($34.73) 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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