Allworth Financial LP Pacer Fds Tr Trendpilot Us Lar Transaction History

Allworth Financial LP

$20.2 Billion
Q2 2025

A detailed history of Allworth Financial LP transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Allworth Financial LP holds 8,134 shares of PTLC stock, worth $425,326. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,134

Previous 6,937 17.26%

Holding current value

$425,326

Previous $356,000 15.73%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$47.42 - $51.67 $56,761 - $61,848	1,197 Added 17.26%	8,134 $412,000
Q1 2025 Apr 30, 2025	SELL	$50.25 - $55.9 $13,366 - $14,869	-266 Reduced 3.69%	6,937 $356,000
Q4 2024 Jan 30, 2025	SELL	$52.0 - $55.66 $8,476 - $9,072	-163 Reduced 2.21%	7,203 $384,000
Q3 2024 Oct 23, 2024	SELL	$47.29 - $52.55 $94,390 - $104,889	-1,996 Reduced 21.32%	7,366 $387,000
Q2 2024 Jul 23, 2024	BUY	$45.19 - $49.99 $203,355 - $224,955	4,500 Added 92.55%	9,362 $465,000
Q1 2024 Apr 25, 2024	BUY	$42.56 - $47.72 $167,558 - $187,873	3,937 Added 425.62%	4,862 $232,000
Q1 2023 Apr 18, 2023	BUY	$35.72 - $38.62 $33,041 - $35,723	925 New	925 $35,000
Q3 2022 Oct 18, 2022	BUY	$37.53 - $37.7 $9,382 - $9,425	250 New	250 $9,000

Others Institutions Holding PTLC

# of Institutions

249

Shares Held

46.2M

Call Options Held

Put Options Held

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About PACER FDS TR TRENDPILOT US LAR

Ticker PTLC
Sector ETFs
Industry ETFs

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Allworth Financial LP Pacer Fds Tr Trendpilot Us Lar Transaction History