Avantax Advisory Services, Inc. Pacer Fds Tr Lunt Large Cap Mu Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$48.96 - $52.85 $372,389 - $401,977	7,606 New	7,606 $374,000
Q2 2024 Aug 09, 2024	BUY	$44.06 - $49.53 $185,801 - $208,868	4,217 New	4,217 $205,000
Q4 2022 Feb 13, 2023	SELL	$32.36 - $36.72 $84,750 - $96,169	-2,619 Reduced 27.3%	6,975 $245,000
Q3 2022 Nov 01, 2022	SELL	$31.9 - $38.14 $34,388 - $41,114	-1,078 Reduced 10.1%	9,594 $306,000
Q2 2022 Aug 02, 2022	SELL	$33.55 - $39.61 $16,405 - $19,369	-489 Reduced 4.38%	10,672 $370,000
Q1 2022 Apr 27, 2022	SELL	$36.58 - $42.1 $731 - $842	-20 Reduced 0.18%	11,161 $445,000
Q4 2021 Jan 24, 2022	BUY	$38.53 - $42.83 $68,429 - $76,066	1,776 Added 18.88%	11,181 $469,000
Q3 2021 Oct 21, 2021	BUY	$38.2 - $40.64 $359,271 - $382,219	9,405 New	9,405 $365,000

Others Institutions Holding PALC

# of Institutions

77

Shares Held

4.78M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

423K
Shares

$21.5 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

360K
Shares

$18.3 Million
0.01% of portfolio
Geneos Wealth Management Inc.

299K
Shares

$15.2 Million
0.38% of portfolio
Lunt Capital Management, Inc. Holladay, UT

263K
Shares

$13.3 Million
4.97% of portfolio
Enzi Wealth Austin, TX

260K
Shares

$13.2 Million
4.93% of portfolio

About PACER FDS TR LUNT LARGE CAP MU

Ticker PALC
Sector Technology

More about PALC

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