Napa Wealth Management Pacer Fds Tr Trendpilot Us Lar Transaction History

Napa Wealth Management

  • $213 Billion
  • Q3 2025

A detailed history of Napa Wealth Management transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Napa Wealth Management holds 33,642 shares of PTLC stock, worth $1.86 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
33,642
Previous 45,680 26.35%
Holding current value
$1.86 Million
Previous $2.32 Billion 20.55%
% of portfolio
0.86%
Previous 1.11%

Shares

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

Nov 12, 2025
SELL
$50.7 - $54.86 $610,326 - $660,404
-12,038 Reduced 26.35%
33,642 $1.84 Billion
Q2 2025

Aug 14, 2025
BUY
$47.42 - $51.67 $2.17 Million - $2.36 Million
45,680 New
45,680 $2.32 Billion

Others Institutions Holding PTLC

# of Institutions
253
Shares Held
46M
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
Track This Portfolio

Track Napa Wealth Management Portfolio

Follow Napa Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Napa Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Napa Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email