Wr Wealth Planners, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 338 shares of PTLC stock, worth $17,968. This represents 0.01% of its overall portfolio holdings.

Number of Shares

338

Previous 800 57.75%

Holding current value

$17,968

Previous $42,000 57.14%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$52.0 - $55.66 $24,024 - $25,714	-462 Reduced 57.75%	338 $18,000
Q1 2024 Jul 31, 2024	BUY	$42.56 - $47.72 $34,048 - $38,176	800 New	800 $38,000
Q3 2023 Aug 01, 2024	SELL	$39.77 - $42.63 $9,862 - $10,572	-248 Reduced 15.87%	1,315 $52.5 Million
Q2 2023 Aug 01, 2024	BUY	$37.59 - $41.3 $28,681 - $31,511	763 Added 95.38%	1,563 $64.6 Million
Q1 2023 Aug 01, 2024	BUY	$35.72 - $38.62 $39,542 - $42,752	1,107 Added 138.38%	1,907 $72.6 Million
Q4 2022 Oct 10, 2024	BUY	$37.46 - $37.95 $14,197 - $14,383	379 Added 22.09%	2,095 $78.5 Million
Q3 2022 Oct 10, 2024	BUY	$37.53 - $37.7 $34,377 - $34,533	916 Added 114.5%	1,716 $64.6 Million
Q2 2022 Oct 17, 2024	SELL	$37.08 - $39.3 $3.86 Million - $4.09 Million	-104,178 Reduced 97.45%	2,728 $102 Million
Q1 2022 Oct 17, 2024	BUY	$36.87 - $41.79 $3.91 Million - $4.43 Million	106,106 Added 13263.25%	106,906 $4.15 Billion

Others Institutions Holding PTLC

# of Institutions

253

Shares Held

44.4M

Call Options Held

Put Options Held

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About PACER FDS TR TRENDPILOT US LAR

Ticker PTLC
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Wr Wealth Planners, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History