Envestnet Portfolio Solutions, Inc. Pacer Fds Tr Trendpilot Us Lar Transaction History

Envestnet Portfolio Solutions, Inc.

$23.7 Billion
Q1 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 33,198 shares of PTLC stock, worth $1.62 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

33,198

Previous 27,888 19.04%

Holding current value

$1.62 Million

Previous $1.49 Million 14.63%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$50.25 - $55.9 $266,827 - $296,829	5,310 Added 19.04%	33,198 $1.71 Million
Q4 2024 Feb 10, 2025	BUY	$52.0 - $55.66 $142,116 - $152,118	2,733 Added 10.86%	27,888 $1.49 Million
Q3 2024 Oct 31, 2024	BUY	$47.29 - $52.55 $421,590 - $468,483	8,915 Added 54.9%	25,155 $1.32 Million
Q2 2024 Jul 16, 2024	BUY	$45.19 - $49.99 $220,120 - $243,501	4,871 Added 42.84%	16,240 $808,000
Q1 2024 May 06, 2024	BUY	$42.56 - $47.72 $98,909 - $110,901	2,324 Added 25.69%	11,369 $542,000
Q4 2023 Feb 07, 2024	BUY	$38.36 - $43.85 $116,959 - $133,698	3,049 Added 50.85%	9,045 $391,000
Q3 2023 Nov 13, 2023	BUY	$39.77 - $42.63 $238,460 - $255,609	5,996 New	5,996 $239,000

Others Institutions Holding PTLC

# of Institutions

251

Shares Held

44.9M

Call Options Held

Put Options Held

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About PACER FDS TR TRENDPILOT US LAR

Ticker PTLC
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Envestnet Portfolio Solutions, Inc. Pacer Fds Tr Trendpilot Us Lar Transaction History