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

Optivise Advisory Services LLC

$168 Billion
Q3 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 31,585 shares of PTLC stock, worth $1.76 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

31,585

Previous 42,974 26.5%

Holding current value

$1.76 Million

Previous $2.18 Billion 20.71%

% of portfolio

1.03%

Previous 1.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$50.7 - $54.86 $577,422 - $624,800	-11,389 Reduced 26.5%	31,585 $1.73 Billion
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

254

Shares Held

47.5M

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