Meridian Wealth Advisors, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History

Meridian Wealth Advisors, LLC

$541 Million
Q4 2024

A detailed history of Meridian Wealth Advisors, LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Meridian Wealth Advisors, LLC holds 206,249 shares of PTLC stock, worth $11.5 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares

206,249

Previous 206,249 -0.0%

Holding current value

$11.5 Million

Previous $10.8 Million 1.69%

% of portfolio

2.04%

Previous 2.02%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$42.56 - $47.72 $21,280 - $23,860	500 Added 0.24%	206,249 $9.84 Million
Q4 2023 Feb 06, 2024	SELL	$38.36 - $43.85 $23,668 - $27,055	-617 Reduced 0.3%	205,749 $8.9 Million
Q3 2023 Nov 13, 2023	SELL	$39.77 - $42.63 $3,579 - $3,836	-90 Reduced 0.04%	206,366 $8.25 Million
Q4 2022 Jan 23, 2023	BUY	$37.46 - $37.95 $19,741 - $19,999	527 Added 0.26%	206,456 $0
Q1 2022 May 12, 2022	SELL	$36.87 - $41.79 $68,615 - $77,771	-1,861 Reduced 0.9%	205,929 $8 Million
Q4 2021 Feb 02, 2022	BUY	$37.72 - $41.8 $11,466 - $12,707	304 Added 0.15%	207,790 $8.63 Million
Q2 2021 Aug 10, 2021	SELL	$35.11 - $37.6 $279,826 - $299,672	-7,970 Reduced 3.7%	207,486 $7.8 Million
Q1 2021 May 07, 2021	SELL	$32.23 - $34.74 $268,475 - $289,384	-8,330 Reduced 3.72%	215,456 $7.49 Million
Q4 2020 May 07, 2021	BUY	$28.76 - $32.77 $6.44 Million - $7.33 Million	223,786 New	223,786 $7.32 Million
Q4 2020 Feb 16, 2021	SELL	$28.76 - $32.77 $7.07 Million - $8.06 Million	-245,860 Closed	0 $0
Q3 2020 Nov 16, 2020	SELL	$27.3 - $31.44 $391,700 - $451,101	-14,348 Reduced 5.51%	245,860 $7.26 Million
Q2 2020 Aug 14, 2020	SELL	$26.29 - $28.33 $11.2 Million - $12.1 Million	-425,391 Reduced 62.05%	260,208 $7.08 Million
Q1 2020 May 15, 2020	SELL	$25.79 - $35.15 $3.31 Million - $4.51 Million	-128,359 Reduced 15.77%	685,599 $18.5 Million
Q4 2019 Feb 12, 2020	BUY	$30.16 - $33.76 $1.23 Million - $1.38 Million	40,746 Added 5.27%	813,958 $27.2 Million
Q3 2019 Nov 08, 2019	BUY	$30.92 - $31.41 $17.5 Million - $17.8 Million	565,144 Added 271.62%	773,212 $24 Million
Q2 2019 Aug 08, 2019	BUY	N/A	7,761 Added 3.87%	208,068 $6.37 Million
Q1 2019 May 07, 2019	BUY	N/A	199,877 Added 46483.02%	200,307 $5.89 Million
Q4 2018 Feb 14, 2019	BUY	N/A	430 New	430 $12,000

Others Institutions Holding PTLC

# of Institutions

247

Shares Held

44M

Call Options Held

Put Options Held

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About PACER FDS TR TRENDPILOT US LAR

Ticker PTLC
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Meridian Wealth Advisors, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History