Atria Wealth Solutions, Inc. Pacer Fds Tr Trendpilot Us Lar Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 50,306 shares of PTLC stock, worth $2.61 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

50,306

Previous 344,764 85.41%

Holding current value

$2.61 Million

Previous $17.7 Million 85.61%

% of portfolio

0.06%

Previous 0.23%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$47.42 - $51.67 $14 Million - $15.2 Million	-294,458 Reduced 85.41%	50,306 $2.55 Million
Q1 2025 May 09, 2025	BUY	$50.25 - $55.9 $728,926 - $810,885	14,506 Added 4.39%	344,764 $17.7 Million
Q4 2024 Jan 31, 2025	BUY	$52.0 - $55.66 $335,348 - $358,951	6,449 Added 1.99%	330,258 $17.6 Million
Q3 2024 Nov 08, 2024	SELL	$47.29 - $52.55 $2.56 Million - $2.84 Million	-54,102 Reduced 14.32%	323,809 $17 Million
Q2 2024 Jul 22, 2024	SELL	$45.19 - $49.99 $497,813 - $550,689	-11,016 Reduced 2.83%	377,911 $18.8 Million
Q1 2024 May 13, 2024	BUY	$42.56 - $47.72 $1.43 Million - $1.6 Million	33,527 Added 9.43%	388,927 $18.6 Million
Q4 2023 Feb 02, 2024	BUY	$38.36 - $43.85 $724,198 - $827,844	18,879 Added 5.61%	355,400 $15.4 Million
Q3 2023 Nov 08, 2023	BUY	$39.77 - $42.63 $721,507 - $773,393	18,142 Added 5.7%	336,521 $13.4 Million
Q2 2023 Aug 03, 2023	BUY	$37.59 - $41.3 $675,229 - $741,871	17,963 Added 5.98%	318,379 $13.1 Million
Q1 2023 Aug 22, 2023	SELL	$35.72 - $38.62 $132,235 - $142,971	-3,702 Reduced 1.16%	314,677 $12 Million
Q1 2023 Jun 14, 2023	SELL	$35.72 - $38.62 $509,402 - $550,759	-14,261 Reduced 4.53%	300,416 $11.4 Million
Q1 2023 May 10, 2023	BUY	$35.72 - $38.62 $509,402 - $550,759	14,261 Added 4.75%	314,677 $12 Million
Q4 2022 Aug 30, 2023	SELL	$37.46 - $37.95 $672,893 - $681,695	-17,963 Reduced 5.64%	300,416 $11.3 Million
Q4 2022 Feb 13, 2023	BUY	$37.46 - $37.95 $909,191 - $921,084	24,271 Added 8.79%	300,416 $11.3 Million
Q3 2022 Nov 14, 2022	BUY	$37.53 - $37.7 $272,580 - $273,815	7,263 Added 2.7%	276,145 $10.4 Million
Q2 2022 Aug 15, 2022	SELL	$37.08 - $39.3 $519,194 - $550,278	-14,002 Reduced 4.95%	268,882 $10.1 Million
Q1 2022 May 16, 2022	BUY	$36.87 - $41.79 $10.4 Million - $11.8 Million	282,884 New	282,884 $11 Million

Others Institutions Holding PTLC

# of Institutions

252

Shares Held

46.2M

Call Options Held

Put Options Held

View Full List

About PACER FDS TR TRENDPILOT US LAR

Ticker PTLC
Sector ETFs
Industry ETFs

More about PTLC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

Atria Wealth Solutions, Inc. Pacer Fds Tr Trendpilot Us Lar Transaction History