Iht Wealth Management, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q2 2025

A detailed history of Iht Wealth Management, LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Iht Wealth Management, LLC holds 9,180 shares of PTLC stock, worth $492,966. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,180

Previous 9,970 7.92%

Holding current value

$492,966

Previous $512,000 9.18%

% of portfolio

0.01%

Previous 0.02%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$47.42 - $51.67 $37,461 - $40,819	-790 Reduced 7.92%	9,180 $465,000
Q1 2025 May 15, 2025	SELL	$50.25 - $55.9 $251 - $279	-5 Reduced 0.05%	9,970 $512,000
Q4 2024 Feb 14, 2025	SELL	$52.0 - $55.66 $165,984 - $177,666	-3,192 Reduced 24.24%	9,975 $533,000
Q3 2024 Nov 14, 2024	SELL	$47.29 - $52.55 $509,597 - $566,278	-10,776 Reduced 45.01%	13,167 $691,000
Q2 2024 Aug 14, 2024	SELL	$45.19 - $49.99 $101,993 - $112,827	-2,257 Reduced 8.61%	23,943 $1.19 Million
Q1 2024 May 15, 2024	BUY	$42.56 - $47.72 $362,611 - $406,574	8,520 Added 48.19%	26,200 $1.25 Million
Q4 2023 Feb 14, 2024	BUY	$38.36 - $43.85 $454,796 - $519,885	11,856 Added 203.57%	17,680 $765,000
Q3 2023 Nov 14, 2023	BUY	$39.77 - $42.63 $4,971 - $5,328	125 Added 2.19%	5,824 $232,000
Q1 2023 May 15, 2023	SELL	$35.72 - $38.62 $35,720 - $38,620	-1,000 Reduced 14.93%	5,699 $216,000
Q4 2022 Feb 14, 2023	BUY	$37.46 - $37.95 $1,348 - $1,366	36 Added 0.54%	6,699 $251,000
Q3 2022 Nov 22, 2022	BUY	$37.53 - $37.7 $250,062 - $251,195	6,663 New	6,663 $251,000
Q3 2021 Nov 15, 2021	SELL	$37.31 - $39.74 $207,406 - $220,914	-5,559 Closed	0 $0
Q2 2021 Aug 16, 2021	SELL	$35.11 - $37.6 $18,257 - $19,552	-520 Reduced 8.55%	5,559 $209,000
Q1 2021 May 18, 2021	SELL	$32.23 - $34.74 $19,337 - $20,844	-600 Reduced 8.98%	6,079 $211,000
Q4 2020 Feb 17, 2021	BUY	$28.76 - $32.77 $192,088 - $218,870	6,679 New	6,679 $219,000
Q2 2020 Aug 14, 2020	SELL	$26.29 - $28.33 $756,231 - $814,912	-28,765 Closed	0 $0
Q1 2020 May 13, 2020	SELL	$25.79 - $35.15 $72,702 - $99,087	-2,819 Reduced 8.93%	28,765 $777,000
Q4 2019 Feb 18, 2020	BUY	$30.16 - $33.76 $128,270 - $143,581	4,253 Added 15.56%	31,584 $1.06 Million
Q3 2019 Nov 15, 2019	SELL	$30.92 - $31.41 $281,959 - $286,427	-9,119 Reduced 25.02%	27,331 $852,000
Q2 2019 Aug 12, 2019	SELL	N/A	-2,654 Reduced 6.79%	36,450 $1.12 Million
Q1 2019 May 16, 2019	BUY	N/A	26,170 Added 202.33%	39,104 $1.15 Million
Q4 2018 Feb 15, 2019	BUY	N/A	12,934 New	12,934 $372,000

Others Institutions Holding PTLC

# of Institutions

251

Shares Held

47.8M

Call Options Held

Put Options Held

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About PACER FDS TR TRENDPILOT US LAR

Ticker PTLC
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Iht Wealth Management, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History