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

Reuter James Wealth Management, LLC

  • $552 Million
  • Q1 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 162,553 shares of PTLC stock, worth $8.2 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares
162,553
Previous 142,894 13.76%
Holding current value
$8.2 Million
Previous $7.64 Million 9.14%
% of portfolio
1.51%
Previous 1.43%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
250
Shares Held
48.7M
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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