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

Independent Wealth Network Inc.

$237 Million
Q1 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 8,726 shares of PTLC stock, worth $421,465. This represents 0.19% of its overall portfolio holdings.

Number of Shares

8,726

Previous 9,135 4.48%

Holding current value

$421,465

Previous $488,000 8.2%

% of portfolio

0.19%

Previous 0.21%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

250

Shares Held

48.7M

Call Options Held

Put Options Held

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About PACER FDS TR TRENDPILOT US LAR

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