Resources Investment Advisors, Llc. Pacer Fds Tr Trendpilot Us Lar Transaction History

Resources Investment Advisors, Llc.

$8.43 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	SELL	$37.08 - $39.3 $264,936 - $280,798	-7,145 Closed	0 $0
Q1 2022 May 05, 2022	SELL	$36.87 - $41.79 $5,751 - $6,519	-156 Reduced 2.14%	7,145 $278,000
Q4 2021 Feb 23, 2022	BUY	$37.72 - $41.8 $301 - $334	8 Added 0.11%	7,301 $303,000
Q3 2021 Nov 05, 2021	SELL	$37.31 - $39.74 $48,391 - $51,542	-1,297 Reduced 15.1%	7,293 $0
Q2 2021 Aug 09, 2021	SELL	$35.11 - $37.6 $15,729 - $16,844	-448 Reduced 4.96%	8,590 $0
Q1 2021 May 10, 2021	SELL	$32.23 - $34.74 $114,964 - $123,917	-3,567 Reduced 28.3%	9,038 $0
Q4 2020 Feb 08, 2021	SELL	$28.76 - $32.77 $218,460 - $248,920	-7,596 Reduced 37.6%	12,605 $0
Q3 2020 Oct 09, 2020	SELL	$27.3 - $31.44 $2.26 Million - $2.6 Million	-82,715 Reduced 80.37%	20,201 $0
Q2 2020 Aug 14, 2020	SELL	$26.29 - $28.33 $628,436 - $677,200	-23,904 Reduced 18.85%	102,916 $0
Q1 2020 May 14, 2020	BUY	$25.79 - $35.15 $2.81 Million - $3.83 Million	108,844 Added 605.5%	126,820 $0
Q4 2019 Feb 07, 2020	SELL	$30.16 - $33.76 $22,921 - $25,657	-760 Reduced 4.06%	17,976 $0
Q3 2019 Nov 08, 2019	SELL	$30.92 - $31.41 $13,202 - $13,412	-427 Reduced 2.23%	18,736 $0
Q2 2019 Aug 12, 2019	BUY	N/A	19,163 New	19,163 $0

Others Institutions Holding PTLC

# of Institutions

211

Shares Held

39.6M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

6.04M
Shares

$329 Million
0.03% of portfolio
Morgan Stanley New York, NY

4.47M
Shares

$243 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

3.24M
Shares

$176 Million
0.08% of portfolio
Wells Fargo & Company San Francisco, CA

2.36M
Shares

$128 Million
0.03% of portfolio
Cfs Investment Advisory Services, LLC Totowa, NJ

1.96M
Shares

$106 Million
8.64% of portfolio

About PACER FDS TR TRENDPILOT US LAR

Ticker PTLC
Sector ETFs
Industry ETFs

More about PTLC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Resources Investment Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Resources Investment Advisors, Llc. with notifications on news.