Proactive Wealth Strategies LLC Pacer Fds Tr Trendpilot Us Lar Transaction History

Proactive Wealth Strategies LLC

  • $188 Million
  • Q1 2025

A detailed history of Proactive Wealth Strategies LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 4,419 shares of PTLC stock, worth $230,008. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,419
Previous 4,491 1.6%
Holding current value
$230,008
Previous $240,000 5.42%
% of portfolio
0.12%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$50.25 - $55.9 $3,618 - $4,024
-72 Reduced 1.6%
4,419 $227,000
Q4 2024

Jan 31, 2025
BUY
$52.0 - $55.66 $233,532 - $249,969
4,491 New
4,491 $240,000

Others Institutions Holding PTLC

# of Institutions
247
Shares Held
48.2M
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 Proactive Wealth Strategies LLC Portfolio

Follow Proactive Wealth Strategies LLC 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 Proactive Wealth Strategies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Proactive Wealth Strategies LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email