Axxcess Wealth Management, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 31,274 shares of PTLC stock, worth $1.7 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
31,274
Previous 27,573 13.42%
Holding current value
$1.7 Million
Previous $1.37 Million 19.75%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$47.29 - $52.55 $175,020 - $194,487
3,701 Added 13.42%
31,274 $1.64 Million
Q2 2024

Aug 09, 2024
SELL
$45.19 - $49.99 $47,946 - $53,039
-1,061 Reduced 3.71%
27,573 $1.37 Million
Q1 2024

May 14, 2024
SELL
$42.56 - $47.72 $94,908 - $106,415
-2,230 Reduced 7.23%
28,634 $1.37 Million
Q4 2023

Feb 06, 2024
SELL
$38.36 - $43.85 $23,399 - $26,748
-610 Reduced 1.94%
30,864 $1.34 Million
Q3 2023

Nov 14, 2023
BUY
$39.77 - $42.63 $1.25 Million - $1.34 Million
31,474 New
31,474 $1.26 Million

Others Institutions Holding PTLC

# of Institutions
211
Shares Held
39.6M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR TRENDPILOT US LAR

PTLC Quotes by TradingView
  • Ticker PTLC
  • Sector ETFs
  • Industry ETFs
More about PTLC
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