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

Proactive Wealth Strategies LLC

  • $215 Million
  • Q3 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 4,287 shares of PTLC stock, worth $236,728. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,287
Previous 4,287 -0.0%
Holding current value
$236,728
Previous $218,000 7.34%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Aug 13, 2025
SELL
$47.42 - $51.67 $6,259 - $6,820
-132 Reduced 2.99%
4,287 $218,000
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
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
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