Avantax Advisory Services, Inc. Pacer Fds Tr Trendpilot Us Lar Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 466,086 shares of PTLC stock, worth $25.8 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

466,086

Previous 356,197 30.85%

Holding current value

$25.8 Million

Previous $18.3 Million 29.1%

% of portfolio

0.13%

Previous 0.11%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$47.42 - $51.67 $5.21 Million - $5.68 Million	109,889 Added 30.85%	466,086 $23.7 Million
Q1 2025 May 06, 2025	BUY	$50.25 - $55.9 $1.67 Million - $1.86 Million	33,332 Added 10.32%	356,197 $18.3 Million
Q4 2024 Feb 07, 2025	BUY	$52.0 - $55.66 $1.63 Million - $1.74 Million	31,320 Added 10.74%	322,865 $17.3 Million
Q3 2024 Nov 13, 2024	BUY	$47.29 - $52.55 $1.16 Million - $1.29 Million	24,537 Added 9.19%	291,545 $15.3 Million
Q2 2024 Aug 09, 2024	BUY	$45.19 - $49.99 $764,027 - $845,180	16,907 Added 6.76%	267,008 $13.3 Million
Q1 2024 May 08, 2024	BUY	$42.56 - $47.72 $551,322 - $618,164	12,954 Added 5.46%	250,101 $11.9 Million
Q4 2023 Feb 07, 2024	BUY	$38.36 - $43.85 $5.46 Million - $6.24 Million	142,241 Added 149.88%	237,147 $10.3 Million
Q3 2023 Nov 07, 2023	BUY	$39.77 - $42.63 $1.21 Million - $1.3 Million	30,415 Added 47.16%	94,906 $3.79 Million
Q2 2023 Aug 11, 2023	SELL	$37.59 - $41.3 $1.47 Million - $1.61 Million	-39,056 Reduced 37.72%	64,491 $2.66 Million
Q1 2023 Apr 28, 2023	SELL	$35.72 - $38.62 $286,117 - $309,346	-8,010 Reduced 7.18%	103,547 $3.94 Million
Q4 2022 Feb 13, 2023	SELL	$37.46 - $37.95 $2.08 Million - $2.11 Million	-55,621 Reduced 33.27%	111,557 $4.18 Million
Q3 2022 Nov 01, 2022	SELL	$37.53 - $37.7 $2.22 Million - $2.23 Million	-59,259 Reduced 26.17%	167,178 $6.3 Million
Q2 2022 Aug 02, 2022	BUY	$37.08 - $39.3 $656,798 - $696,120	17,713 Added 8.49%	226,437 $8.51 Million
Q1 2022 Apr 27, 2022	BUY	$36.87 - $41.79 $101,724 - $115,298	2,759 Added 1.34%	208,724 $8.1 Million
Q4 2021 Jan 24, 2022	SELL	$37.72 - $41.8 $606,537 - $672,144	-16,080 Reduced 7.24%	205,965 $8.56 Million
Q3 2021 Oct 21, 2021	SELL	$37.31 - $39.74 $761,534 - $811,133	-20,411 Reduced 8.42%	222,045 $8.37 Million
Q2 2021 Jul 29, 2021	SELL	$35.11 - $37.6 $602,944 - $645,704	-17,173 Reduced 6.61%	242,456 $9.11 Million
Q1 2021 May 13, 2021	SELL	$32.23 - $34.74 $449,576 - $484,588	-13,949 Reduced 5.1%	259,629 $9.03 Million
Q4 2020 Jan 22, 2021	SELL	$28.76 - $32.77 $4.69 Million - $5.34 Million	-162,934 Reduced 37.33%	273,578 $8.95 Million
Q3 2020 Oct 14, 2020	BUY	$27.3 - $31.44 $4.55 Million - $5.24 Million	166,703 Added 61.79%	436,512 $12.9 Million
Q2 2020 Aug 06, 2020	BUY	$26.29 - $28.33 $586,897 - $632,438	22,324 Added 9.02%	269,809 $7.34 Million
Q1 2020 Apr 30, 2020	BUY	$25.79 - $35.15 $1.02 Million - $1.39 Million	39,670 Added 19.09%	247,485 $6.68 Million
Q4 2019 Feb 14, 2020	BUY	$30.16 - $33.76 $5.57 Million - $6.24 Million	184,798 Added 802.88%	207,815 $6.95 Million
Q3 2019 Nov 08, 2019	BUY	$30.92 - $31.41 $711,685 - $722,963	23,017 New	23,017 $715,000

Others Institutions Holding PTLC

# of Institutions

251

Shares Held

47.8M

Call Options Held

Put Options Held

View Full List

About PACER FDS TR TRENDPILOT US LAR

Ticker PTLC
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Avantax Advisory Services, Inc. Pacer Fds Tr Trendpilot Us Lar Transaction History