Beam Wealth Advisors, Inc. Pacer Fds Tr Trendpilot Us Lar Transaction History

Beam Wealth Advisors, Inc.

$289 Million
Q1 2025

A detailed history of Beam Wealth Advisors, Inc. transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 42,704 shares of PTLC stock, worth $2.23 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

42,704

Previous 44,162 3.3%

Holding current value

$2.23 Million

Previous $2.36 Million 6.91%

% of portfolio

0.76%

Previous 0.77%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$50.25 - $55.9 $73,264 - $81,502	-1,458 Reduced 3.3%	42,704 $2.2 Million
Q4 2024 Feb 06, 2025	BUY	$52.0 - $55.66 $231,088 - $247,353	4,444 Added 11.19%	44,162 $2.36 Million
Q3 2024 Nov 04, 2024	BUY	$47.29 - $52.55 $72,921 - $81,032	1,542 Added 4.04%	39,718 $2.09 Million
Q2 2024 Aug 07, 2024	BUY	$45.19 - $49.99 $313,121 - $346,380	6,929 Added 22.17%	38,176 $1.9 Million
Q1 2024 Apr 30, 2024	SELL	$42.56 - $47.72 $50,433 - $56,548	-1,185 Reduced 3.65%	31,247 $1.49 Million
Q4 2023 Jan 30, 2024	BUY	$38.36 - $43.85 $130,577 - $149,265	3,404 Added 11.73%	32,432 $1.4 Million
Q3 2023 Oct 26, 2023	BUY	$39.77 - $42.63 $893,711 - $957,981	22,472 Added 342.77%	29,028 $1.16 Million
Q2 2023 Jul 26, 2023	BUY	$37.59 - $41.3 $246,440 - $270,762	6,556 New	6,556 $270,000

Others Institutions Holding PTLC

# of Institutions

248

Shares Held

48.4M

Call Options Held

Put Options Held

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About PACER FDS TR TRENDPILOT US LAR

Ticker PTLC
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Beam Wealth Advisors, Inc. Pacer Fds Tr Trendpilot Us Lar Transaction History