Independent Wealth Network Inc. Pacer Fds Tr Trendpilot Us Lar Transaction History

Independent Wealth Network Inc.

  • $291 Million
  • Q3 2025

A detailed history of Independent Wealth Network Inc. transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Independent Wealth Network Inc. holds 4,391 shares of PTLC stock, worth $240,231. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,391
Previous 6,072 27.68%
Holding current value
$240,231
Previous $308,000 22.08%
% of portfolio
0.08%
Previous 0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
$50.7 - $54.86 $85,226 - $92,219
-1,681 Reduced 27.68%
4,391 $240,000
Q2 2025

Jul 16, 2025
SELL
$47.42 - $51.67 $125,852 - $137,132
-2,654 Reduced 30.41%
6,072 $308,000
Q1 2025

May 02, 2025
SELL
$50.25 - $55.9 $20,552 - $22,863
-409 Reduced 4.48%
8,726 $448,000
Q4 2024

Jan 17, 2025
BUY
$52.0 - $55.66 $163,280 - $174,772
3,140 Added 52.38%
9,135 $488,000
Q3 2024

Oct 15, 2024
SELL
$47.29 - $52.55 $81,858 - $90,964
-1,731 Reduced 22.4%
5,995 $315,000
Q2 2024

Jul 18, 2024
BUY
$45.19 - $49.99 $12,291 - $13,597
272 Added 3.65%
7,726 $384,000
Q1 2024

May 20, 2024
BUY
$42.56 - $47.72 $317,242 - $355,704
7,454 New
7,454 $355,000
Q4 2023

Jan 12, 2024
BUY
$38.36 - $43.85 $39,319 - $44,946
1,025 Added 16.77%
7,138 $308,000
Q2 2023

Jul 12, 2023
SELL
$37.59 - $41.3 $563 - $619
-15 Reduced 0.24%
6,113 $252,000
Q1 2023

Apr 18, 2023
BUY
$35.72 - $38.62 $9,287 - $10,041
260 Added 4.43%
6,128 $233,000
Q4 2022

Jan 25, 2023
BUY
$37.46 - $37.95 $219,815 - $222,690
5,868 New
5,868 $0

Others Institutions Holding PTLC

# of Institutions
251
Shares Held
47.7M
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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