Ever Source Wealth Advisors, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 10,551 shares of PTLC stock, worth $573,130. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,551
Previous 10,551 -0.0%
Holding current value
$573,130
Previous $542,000 1.29%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$50.25 - $55.9 $413,658 - $460,168
8,232 Added 354.98%
10,551 $542,000
Q4 2024

Feb 07, 2025
BUY
$52.0 - $55.66 $4,004 - $4,285
77 Added 3.43%
2,319 $123,000
Q1 2024

Jun 11, 2024
BUY
$42.56 - $47.72 $553 - $620
13 Added 0.58%
2,242 $106,000
Q4 2023

Feb 09, 2024
BUY
$38.36 - $43.85 $76,720 - $87,700
2,000 Added 873.36%
2,229 $96,000
Q3 2023

Nov 03, 2023
BUY
$39.77 - $42.63 $9,107 - $9,762
229 New
229 $9,000

Others Institutions Holding PTLC

# of Institutions
251
Shares Held
47.4M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR TRENDPILOT US LAR

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