Number of Shares
214,785.00
Current Holdings Value*
$15.25 Mil
% of Portfolio
6.29%
Total Estimate Gain
$1.63 Mil
% of Total Estimate Gain
11.58%

ODonnell Financial Services, LLC's Pacer Trendpilot 100 ETF Holding Summary

As of 2025-03-31, ODonnell Financial Services, LLC held 214,785.00 shares of Pacer Trendpilot 100 ETF(PTNQ), totaling $15.25 Mil. This investment constitutes 6.29% of their stock portfolio, and ODonnell Financial Services, LLC now holds 1.17% of the outstanding Pacer Trendpilot 100 ETF(PTNQ) stock.

The initial trade took place in 2023Q4. And since then ODonnell Financial Services, LLC has made 4 purchases of PTNQ, at an average price of $64.65, for a total of 217,813.00 shares. In addition, there have been 2 sales at an average price of $68.75 for 3,028.00 shares. Based on historical transaction data and PTNQ's current price of $72.18, ODonnell Financial Services, LLC's estimated gain on his PTNQ holdings is $1.63 Mil, reflecting a 11.58% gain to date.

ODonnell Financial Services, LLC PTNQ ($72.18) Holding Chart

ODonnell Financial Services, LLC PTNQ ($72.18) 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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