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

Iht Wealth Management, LLC

  • $2.59 Billion
  • Q1 2024

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 26,200 shares of PTLC stock, worth $1.32 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
26,200
Previous 17,680 48.19%
Holding current value
$1.32 Million
Previous $765,000 63.4%
% of portfolio
0.05%
Previous 0.03%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
6,663 New
6,663 $251,000
Q3 2021

Nov 15, 2021
SELL
N/A
-5,559 Closed
0 $0
Q2 2021

Aug 16, 2021
SELL
N/A
-520 Reduced 8.55%
5,559 $209,000
Q1 2021

May 18, 2021
SELL
N/A
-600 Reduced 8.98%
6,079 $211,000
Q4 2020

Feb 17, 2021
BUY
N/A
6,679 New
6,679 $219,000
Q2 2020

Aug 14, 2020
SELL
N/A
-28,765 Closed
0 $0
Q1 2020

May 13, 2020
SELL
N/A
-2,819 Reduced 8.93%
28,765 $777,000
Q4 2019

Feb 18, 2020
BUY
N/A
4,253 Added 15.56%
31,584 $1.06 Million
Q3 2019

Nov 15, 2019
SELL
N/A
-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
198
Shares Held
36.7M
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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