Invenio Wealth Partners LLC Pacer Fds Tr Trendpilot Us Lar Transaction History

Invenio Wealth Partners LLC

  • $238 Billion
  • Q1 2025

A detailed history of Invenio Wealth Partners LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 89,167 shares of PTLC stock, worth $4.34 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares
89,167
Previous 52,412 70.13%
Holding current value
$4.34 Million
Previous $2.8 Billion 63.79%
% of portfolio
1.93%
Previous 1.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$50.25 - $55.9 $1.85 Million - $2.05 Million
36,755 Added 70.13%
89,167 $4.59 Billion
Q4 2024

Feb 12, 2025
BUY
$52.0 - $55.66 $2.73 Million - $2.92 Million
52,412 New
52,412 $2.8 Billion

Others Institutions Holding PTLC

# of Institutions
249
Shares Held
48.8M
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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