Reuter James Wealth Management, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History

Reuter James Wealth Management, LLC

  • $637 Million
  • Q3 2025

A detailed history of Reuter James Wealth Management, LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 153,115 shares of PTLC stock, worth $8.32 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
153,115
Previous 164,362 6.84%
Holding current value
$8.32 Million
Previous $8.34 Million 0.49%
% of portfolio
1.32%
Previous 1.4%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$50.7 - $54.86 $570,222 - $617,010
-11,247 Reduced 6.84%
153,115 $8.38 Million
Q2 2025

Jul 24, 2025
BUY
$47.42 - $51.67 $85,782 - $93,471
1,809 Added 1.11%
164,362 $8.34 Million
Q1 2025

Apr 14, 2025
BUY
$50.25 - $55.9 $987,864 - $1.1 Million
19,659 Added 13.76%
162,553 $8.33 Million
Q4 2024

Jan 24, 2025
SELL
$52.0 - $55.66 $257,608 - $275,739
-4,954 Reduced 3.35%
142,894 $7.64 Million
Q3 2024

Nov 08, 2024
BUY
$47.29 - $52.55 $6.99 Million - $7.77 Million
147,848 New
147,848 $7.77 Million

Others Institutions Holding PTLC

# of Institutions
251
Shares Held
47.7M
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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