Cornerstone Wealth Management, LLC Pacer Fds Tr Lunt Large Cap Mu Transaction History

Cornerstone Wealth Management, LLC

$1.44 Billion
Q4 2024

A detailed history of Cornerstone Wealth Management, LLC transactions in Pacer Fds Tr Lunt Large Cap Mu stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 6,510 shares of PALC stock, worth $331,359. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,510

Previous 6,791 4.14%

Holding current value

$331,359

Previous $336,000 4.76%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$48.96 - $52.85 $13,757 - $14,850	-281 Reduced 4.14%	6,510 $320,000
Q3 2024 Oct 16, 2024	SELL	$45.75 - $50.32 $16,698 - $18,366	-365 Reduced 5.1%	6,791 $336,000
Q1 2024 Apr 19, 2024	SELL	$40.03 - $46.82 $23,177 - $27,108	-579 Reduced 7.49%	7,156 $333,000
Q4 2023 Jan 10, 2024	SELL	$35.21 - $41.05 $20,104 - $23,439	-571 Reduced 6.87%	7,735 $317,000
Q2 2023 Jul 14, 2023	SELL	$34.0 - $38.19 $9,622 - $10,807	-283 Reduced 3.29%	8,306 $317,000
Q1 2023 May 15, 2023	SELL	$32.13 - $35.92 $12,498 - $13,972	-389 Reduced 4.33%	8,589 $297,000
Q3 2022 Oct 14, 2022	BUY	$31.9 - $38.14 $286,398 - $342,420	8,978 New	8,978 $286,000

Others Institutions Holding PALC

# of Institutions

Shares Held

7.92M

Call Options Held

Put Options Held

View Full List

About PACER FDS TR LUNT LARGE CAP MU

Ticker PALC
Sector Technology

More about PALC

Track This Portfolio

Portfolio Update

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

News

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

Account

Cornerstone Wealth Management, LLC Pacer Fds Tr Lunt Large Cap Mu Transaction History