Concurrent Investment Advisors, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 128,035 shares of PTLC stock, worth $6.95 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
128,035
Previous 133,377 4.01%
Holding current value
$6.95 Million
Previous $6.77 Billion 3.56%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Oct 27, 2025
SELL
$50.7 - $54.86 $270,839 - $293,062
-5,342 Reduced 4.01%
128,035 $7.01 Billion
Q2 2025

Jul 25, 2025
BUY
$47.42 - $51.67 $3.1 Million - $3.38 Million
65,438 Added 96.32%
133,377 $6.77 Billion
Q1 2025

Apr 29, 2025
BUY
$50.25 - $55.9 $995,301 - $1.11 Million
19,807 Added 41.15%
67,939 $3.5 Billion
Q4 2024

Feb 03, 2025
BUY
$52.0 - $55.66 $91,312 - $97,738
1,756 Added 3.79%
48,132 $2.57 Billion
Q3 2024

Oct 30, 2024
BUY
$47.29 - $52.55 $9,316 - $10,352
197 Added 0.43%
46,376 $2.44 Billion
Q2 2024

Jul 30, 2024
BUY
$45.19 - $49.99 $833,845 - $922,415
18,452 Added 66.55%
46,179 $2.3 Billion
Q1 2024

May 07, 2024
SELL
$42.56 - $47.72 $72,607 - $81,410
-1,706 Reduced 5.8%
27,727 $1.32 Billion
Q4 2023

Apr 15, 2024
BUY
$38.36 - $43.85 $1.13 Million - $1.29 Million
29,433 New
29,433 $1.27 Billion

Others Institutions Holding PTLC

# of Institutions
252
Shares Held
47.4M
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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