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

Iht Wealth Management, LLC

  • $2.99 Billion
  • Q4 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 9,975 shares of PTLC stock, worth $530,271. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,975
Previous 13,167 24.24%
Holding current value
$530,271
Previous $691,000 22.87%
% of portfolio
0.02%
Previous 0.02%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
253
Shares Held
44.4M
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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