Oregon Pacific Wealth Management, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History

Oregon Pacific Wealth Management, LLC

  • $106 Billion
  • Q2 2025

A detailed history of Oregon Pacific Wealth Management, LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 7,933 shares of PTLC stock, worth $439,250. This represents 0.38% of its overall portfolio holdings.

Number of Shares
7,933
Previous 7,344 8.02%
Holding current value
$439,250
Previous $378 Million 6.57%
% of portfolio
0.38%
Previous 0.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$47.42 - $51.67 $27,930 - $30,433
589 Added 8.02%
7,933 $403 Million
Q1 2025

Apr 28, 2025
SELL
$50.25 - $55.9 $3,467 - $3,857
-69 Reduced 0.93%
7,344 $378 Million
Q4 2024

Jan 24, 2025
BUY
$52.0 - $55.66 $385,476 - $412,607
7,413 New
7,413 $396 Million

Others Institutions Holding PTLC

# of Institutions
251
Shares Held
47.8M
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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