Advisor Net Financial, Inc Pacer Fds Tr Trendpilot Us Lar Transaction History

Advisor Net Financial, Inc

$1.27 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 07, 2022	SELL	$37.08 - $39.3 $5,117 - $5,423	-138 Closed	0 $0
Q3 2021 Oct 15, 2021	BUY	$37.31 - $39.74 $5,148 - $5,484	138 New	138 $5,000
Q4 2020 Feb 04, 2021	SELL	$28.76 - $32.77 $9,347 - $10,650	-325 Closed	0 $0
Q3 2020 Nov 06, 2020	SELL	$27.3 - $31.44 $75,866 - $87,371	-2,779 Reduced 89.53%	325 $10,000
Q2 2020 Aug 26, 2020	SELL	$26.29 - $28.33 $65,304 - $70,371	-2,484 Reduced 44.45%	3,104 $84,000
Q1 2020 May 14, 2020	SELL	$25.79 - $35.15 $1.14 Million - $1.55 Million	-44,154 Reduced 88.77%	5,588 $151,000
Q4 2019 Feb 12, 2020	BUY	$30.16 - $33.76 $30,944 - $34,637	1,026 Added 2.11%	49,742 $1.66 Million
Q3 2019 Oct 23, 2019	SELL	$30.92 - $31.41 $903,946 - $918,271	-29,235 Reduced 37.5%	48,716 $1.51 Million
Q2 2019 Jul 15, 2019	BUY	N/A	2,497 Added 3.31%	77,951 $2.39 Million
Q1 2019 May 14, 2019	BUY	N/A	75,454 New	75,454 $2.22 Million

Others Institutions Holding PTLC

# of Institutions

211

Shares Held

39.6M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

6.04M
Shares

$334 Million
0.03% of portfolio
Morgan Stanley New York, NY

4.47M
Shares

$247 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

3.24M
Shares

$179 Million
0.08% of portfolio
Wells Fargo & Company San Francisco, CA

2.36M
Shares

$130 Million
0.03% of portfolio
Cfs Investment Advisory Services, LLC Totowa, NJ

1.96M
Shares

$108 Million
8.64% of portfolio

About PACER FDS TR TRENDPILOT US LAR

Ticker PTLC
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