Optivise Advisory Services LLC Pacer Fds Tr Trendpilot Us Lar Transaction History

Optivise Advisory Services LLC

$196 Billion
Q2 2025

A detailed history of Optivise Advisory Services LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Optivise Advisory Services LLC holds 42,974 shares of PTLC stock, worth $2.25 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

42,974

Previous 38,479 11.68%

Holding current value

$2.25 Million

Previous $1.98 Billion 10.18%

% of portfolio

1.11%

Previous 1.11%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$47.42 - $51.67 $213,152 - $232,256	4,495 Added 11.68%	42,974 $2.18 Billion
Q1 2025 Apr 18, 2025	SELL	$50.25 - $55.9 $21,456 - $23,869	-427 Reduced 1.1%	38,479 $1.98 Billion
Q4 2024 Feb 13, 2025	SELL	$52.0 - $55.66 $263,900 - $282,474	-5,075 Reduced 11.54%	38,906 $2.08 Billion
Q3 2024 Nov 12, 2024	BUY	$47.29 - $52.55 $2.08 Million - $2.31 Million	43,981 New	43,981 $2.31 Billion
Q2 2024 Nov 14, 2024	BUY	$45.19 - $49.99 $152,199 - $168,366	3,368 Added 7.66%	47,349 $2.36 Billion

Others Institutions Holding PTLC

# of Institutions

249

Shares Held

46.2M

Call Options Held

Put Options Held

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About PACER FDS TR TRENDPILOT US LAR

Ticker PTLC
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Optivise Advisory Services LLC Pacer Fds Tr Trendpilot Us Lar Transaction History