Iht Wealth Management, LLC Pacer Lunt Large Cap Altenator Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	SELL	$31.16 - $34.73 $5,764 - $6,425	-185 Reduced 1.35%	13,489 $453,000
Q3 2023 Nov 14, 2023	SELL	$33.81 - $39.62 $45,339 - $53,130	-1,341 Reduced 8.93%	13,674 $471,000
Q2 2023 Aug 14, 2023	SELL	$34.25 - $37.7 $19,385 - $21,338	-566 Reduced 3.63%	15,015 $563,000
Q1 2023 May 15, 2023	BUY	$35.68 - $41.76 $102,009 - $119,391	2,859 Added 22.47%	15,581 $591,000
Q4 2022 Feb 14, 2023	BUY	$35.1 - $41.51 $182,730 - $216,101	5,206 Added 69.27%	12,722 $514,000
Q3 2022 Nov 22, 2022	SELL	$35.82 - $45.17 $53,873 - $67,935	-1,504 Reduced 16.67%	7,516 $269,000
Q2 2022 Aug 15, 2022	BUY	$38.68 - $45.83 $14,737 - $17,461	381 Added 4.41%	9,020 $369,000
Q1 2022 May 16, 2022	BUY	$40.15 - $46.65 $80,902 - $93,999	2,015 Added 30.42%	8,639 $387,000
Q4 2021 Feb 14, 2022	BUY	$40.92 - $46.34 $271,054 - $306,956	6,624 New	6,624 $304,000

Others Institutions Holding ALTL

# of Institutions

59

Shares Held

4.27M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1M
Shares

$38.7 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

456K
Shares

$17.6 Million
0.0% of portfolio
Geneos Wealth Management Inc.

346K
Shares

$13.4 Million
0.51% of portfolio
Royal Bank Of Canada Toronto, A6

269K
Shares

$10.4 Million
0.0% of portfolio
Ergawealth Advisors, Inc. Oak Brook, IL

237K
Shares

$9.15 Million
4.48% of portfolio

About PACER LUNT LARGE CAP ALTENATOR

Ticker ALTL
Sector Technology

More about ALTL

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