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

Axxcess Wealth Management, LLC

  • $4.58 Billion
  • Q3 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 9,554 shares of PTLC stock, worth $527,571. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,554
Previous 20,657 53.75%
Holding current value
$527,571
Previous $1.05 Million 50.1%
% of portfolio
0.01%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$50.7 - $54.86 $562,922 - $609,110
-11,103 Reduced 53.75%
9,554 $523,000
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
254
Shares Held
46M
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
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email