A detailed history of Guardian Wealth Advisors, LLC transactions in Pacer Fds Tr Trendpilot U S Bo stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 1,243 shares of PTBD stock, worth $25,208. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,243
Previous 1,290 3.64%
Holding current value
$25,208
Previous $25,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$20.0 - $20.91 $940 - $982
-47 Reduced 3.64%
1,243 $25,000
Q2 2024

Aug 14, 2024

SELL
$19.88 - $20.36 $9,721 - $9,956
-489 Reduced 27.49%
1,290 $25,000
Q1 2024

May 15, 2024

SELL
$20.21 - $20.51 $7,598 - $7,711
-376 Reduced 17.45%
1,779 $36,000
Q3 2023

Nov 14, 2023

SELL
$19.46 - $20.24 $5,409 - $5,626
-278 Reduced 11.43%
2,155 $42,000
Q2 2023

Aug 14, 2023

SELL
$19.61 - $20.42 $14,021 - $14,600
-715 Reduced 22.71%
2,433 $48,000
Q1 2023

May 15, 2023

SELL
$19.99 - $21.17 $24,187 - $25,615
-1,210 Reduced 27.77%
3,148 $63,000
Q4 2022

Feb 14, 2023

SELL
$19.63 - $20.89 $4,927 - $5,243
-251 Reduced 5.45%
4,358 $87,000
Q3 2022

Nov 14, 2022

SELL
$19.57 - $21.92 $28,826 - $32,288
-1,473 Reduced 24.22%
4,609 $90,000
Q2 2022

Aug 15, 2022

SELL
$21.33 - $24.43 $1.25 Million - $1.43 Million
-58,699 Reduced 90.61%
6,082 $131,000
Q1 2022

May 16, 2022

SELL
$24.05 - $26.88 $1.35 Million - $1.51 Million
-56,134 Reduced 46.42%
64,781 $1.58 Million
Q4 2021

May 16, 2022

BUY
$26.52 - $27.2 $3.21 Million - $3.29 Million
120,915 New
120,915 $3.26 Million

Others Institutions Holding PTBD

About PACER FDS TR TRENDPILOT U S BO


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

Track Guardian Wealth Advisors, LLC Portfolio

Follow Guardian 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 Guardian Wealth Advisors, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.