Soltis Investment Advisors LLC Pacer Fds Tr Trendpilot Us Lar Transaction History

Soltis Investment Advisors LLC

  • $1.23 Billion
  • Q2 2025

A detailed history of Soltis Investment Advisors LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 80,282 shares of PTLC stock, worth $4.45 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
80,282
Previous 78,767 1.92%
Holding current value
$4.45 Million
Previous $4.05 Million 0.57%
% of portfolio
0.33%
Previous 0.37%

Shares

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

Aug 06, 2025
BUY
$47.42 - $51.67 $71,841 - $78,280
1,515 Added 1.92%
80,282 $4.08 Million
Q1 2025

May 13, 2025
BUY
$50.25 - $55.9 $893,093 - $993,510
17,773 Added 29.14%
78,767 $4.05 Million
Q4 2024

Jan 29, 2025
BUY
$52.0 - $55.66 $277,628 - $297,168
5,339 Added 9.59%
60,994 $3.26 Million
Q3 2024

Nov 18, 2024
BUY
$47.29 - $52.55 $199,374 - $221,550
4,216 Added 8.2%
55,655 $2.92 Million
Q2 2024

Aug 12, 2024
BUY
$45.19 - $49.99 $480,686 - $531,743
10,637 Added 26.07%
51,439 $2.56 Million
Q1 2024

Apr 29, 2024
BUY
$42.56 - $47.72 $255,828 - $286,844
6,011 Added 17.28%
40,802 $1.95 Million
Q4 2023

Jan 26, 2024
BUY
$38.36 - $43.85 $957,082 - $1.09 Million
24,950 Added 253.53%
34,791 $1.51 Million
Q3 2023

Nov 08, 2023
SELL
$39.77 - $42.63 $22,668 - $24,299
-570 Reduced 5.47%
9,841 $393,000
Q2 2022

Aug 11, 2022
SELL
$37.08 - $39.3 $37 - $39
-1 Reduced 0.01%
10,411 $391,000
Q1 2022

May 06, 2022
SELL
$36.87 - $41.79 $147,480 - $167,160
-4,000 Reduced 27.75%
10,412 $404,000
Q4 2021

Feb 09, 2022
SELL
$37.72 - $41.8 $1,471 - $1,630
-39 Reduced 0.27%
14,412 $599,000
Q2 2021

Aug 04, 2021
SELL
$35.11 - $37.6 $197,669 - $211,688
-5,630 Reduced 28.04%
14,451 $543,000
Q1 2021

May 11, 2021
SELL
$32.23 - $34.74 $231,669 - $249,711
-7,188 Reduced 26.36%
20,081 $698,000
Q4 2020

Feb 10, 2021
SELL
$28.76 - $32.77 $897,225 - $1.02 Million
-31,197 Reduced 53.36%
27,269 $892,000
Q3 2020

Oct 28, 2020
SELL
$27.3 - $31.44 $694,976 - $800,368
-25,457 Reduced 30.33%
58,466 $1.73 Million
Q2 2020

Aug 12, 2020
SELL
$26.29 - $28.33 $6.11 Million - $6.58 Million
-232,438 Reduced 73.47%
83,923 $2.28 Million
Q1 2020

May 07, 2020
BUY
$25.79 - $35.15 $700,327 - $954,498
27,155 Added 9.39%
316,361 $8.55 Million
Q4 2019

Feb 12, 2020
BUY
$30.16 - $33.76 $8.72 Million - $9.76 Million
289,206 New
289,206 $9.68 Million

Others Institutions Holding PTLC

# of Institutions
251
Shares Held
47.8M
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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