Cooper Financial Group Pacer Fds Tr Trendpilot Us Lar Transaction History

Cooper Financial Group

$808 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$32.23 - $34.74 $215,199 - $231,958	-6,677 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$28.76 - $32.77 $192,030 - $218,805	6,677 New	6,677 $218,000

Others Institutions Holding PTLC

# of Institutions

227

Shares Held

40.4M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

6.04M
Shares

$332 Million
0.03% of portfolio
Morgan Stanley New York, NY

4.47M
Shares

$245 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

3.24M
Shares

$178 Million
0.08% of portfolio
Wells Fargo & Company San Francisco, CA

2.36M
Shares

$129 Million
0.03% of portfolio
Cfs Investment Advisory Services, LLC Totowa, NJ

1.98M
Shares

$109 Million
9.5% of portfolio

About PACER FDS TR TRENDPILOT US LAR

Ticker PTLC
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