Ep Wealth Advisors, LLC Pacer Fds Tr Trendpliot 100 Et Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Pacer Fds Tr Trendpliot 100 Et stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,550 shares of PTNQ stock, worth $115,041. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,550
Previous 1,550 -0.0%
Holding current value
$115,041
Previous $111,000 1.8%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 19, 2024
SELL
$66.23 - $72.41 $397 - $434
-6 Reduced 0.39%
1,550 $111,000
Q1 2024

May 14, 2024
BUY
$64.19 - $68.86 $385 - $413
6 Added 0.39%
1,556 $106,000
Q4 2023

Feb 28, 2024
BUY
$60.46 - $66.5 $93,713 - $103,075
1,550 New
1,550 $101,000

Others Institutions Holding PTNQ

# of Institutions
137
Shares Held
10.6M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR TRENDPLIOT 100 ET

PTNQ Quotes by TradingView
  • Ticker PTNQ
  • Sector ETFs
  • Industry ETFs
More about PTNQ
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