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 2,242 shares of PTLC stock, worth $121,202. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,242
Previous 2,242 -0.0%
Holding current value
$121,202
Previous $111,000 5.41%
% of portfolio
0.01%
Previous 0.01%

Shares

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

About PACER FDS TR TRENDPILOT US LAR


  • Ticker PTLC
  • Sector ETFs
  • Industry ETFs
More about PTLC
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.