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

Axxcess Wealth Management, LLC

$4.06 Billion
Q2 2025

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 20,657 shares of PTLC stock, worth $1.11 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

20,657

Previous 30,911 33.17%

Holding current value

$1.11 Million

Previous $1.59 Million 34.09%

% of portfolio

0.03%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$47.42 - $51.67 $486,244 - $529,824	-10,254 Reduced 33.17%	20,657 $1.05 Million
Q1 2025 Apr 30, 2025	BUY	$50.25 - $55.9 $10,954 - $12,186	218 Added 0.71%	30,911 $1.59 Million
Q4 2024 Feb 10, 2025	SELL	$52.0 - $55.66 $30,212 - $32,338	-581 Reduced 1.86%	30,693 $1.64 Million
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

252

Shares Held

47.8M

Call Options Held

Put Options Held

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About PACER FDS TR TRENDPILOT US LAR

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