Core Wealth Advisors, Inc. Pacer Lunt Large Cap Altenator Transaction History

Core Wealth Advisors, Inc.

$310 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 27, 2023	SELL	$35.68 - $41.76 $12.3 Million - $14.4 Million	-343,852 Reduced 99.77%	794 $30,000
Q4 2022 Feb 14, 2023	BUY	$35.1 - $41.51 $165,742 - $196,010	4,722 Added 1.39%	344,646 $13.9 Million
Q3 2022 Nov 10, 2022	BUY	$35.82 - $45.17 $1.1 Million - $1.39 Million	30,837 Added 9.98%	339,924 $12.2 Million
Q2 2022 Aug 12, 2022	BUY	$38.68 - $45.83 $2.2 Million - $2.6 Million	56,765 Added 22.5%	309,087 $12.7 Million
Q1 2022 May 16, 2022	BUY	$40.15 - $46.65 $10.1 Million - $11.7 Million	250,403 Added 13048.62%	252,322 $11.3 Million
Q4 2021 Feb 14, 2022	BUY	$40.92 - $46.34 $41,165 - $46,618	1,006 Added 110.19%	1,919 $88,000
Q3 2021 Nov 09, 2021	BUY	$41.18 - $43.81 $25,243 - $26,855	613 Added 204.33%	913 $38,000
Q2 2021 Aug 03, 2021	BUY	$38.59 - $41.95 $11,577 - $12,585	300 New	300 $12,000

Others Institutions Holding ALTL

# of Institutions

59

Shares Held

4.27M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1M
Shares

$39.4 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

456K
Shares

$18 Million
0.0% of portfolio
Geneos Wealth Management Inc.

346K
Shares

$13.7 Million
0.51% of portfolio
Royal Bank Of Canada Toronto, A6

269K
Shares

$10.6 Million
0.0% of portfolio
Ergawealth Advisors, Inc. Oak Brook, IL

237K
Shares

$9.33 Million
4.48% of portfolio

About PACER LUNT LARGE CAP ALTENATOR

Ticker ALTL
Sector Technology

More about ALTL

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