Spire Wealth Management Pacer Fds Tr Trendpilot Us Lar Transaction History

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025

A detailed history of Spire Wealth Management transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Spire Wealth Management holds 10,631 shares of PTLC stock, worth $577,475. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,631
Previous 10,631 -0.0%
Holding current value
$577,475
Previous $546,000 1.28%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$47.29 - $52.55 $1,418 - $1,576
-30 Reduced 0.28%
10,631 $558,000
Q2 2024

Jul 31, 2024
SELL
$45.19 - $49.99 $1,355 - $1,499
-30 Reduced 0.28%
10,661 $530,000
Q1 2024

Apr 24, 2024
SELL
$42.56 - $47.72 $17,024 - $19,088
-400 Reduced 3.61%
10,691 $510,000
Q2 2023

Aug 09, 2023
SELL
$37.59 - $41.3 $121,791 - $133,812
-3,240 Reduced 22.61%
11,091 $458,000
Q1 2023

May 09, 2023
BUY
$35.72 - $38.62 $221,785 - $239,791
6,209 Added 76.45%
14,331 $545,000
Q3 2022

Nov 07, 2022
SELL
$37.53 - $37.7 $319,042 - $320,487
-8,501 Reduced 51.14%
8,122 $306,000
Q2 2022

Jul 22, 2022
SELL
$37.08 - $39.3 $502,434 - $532,515
-13,550 Reduced 44.91%
16,623 $624,000
Q1 2022

Apr 18, 2022
SELL
$36.87 - $41.79 $145,673 - $165,112
-3,951 Reduced 11.58%
30,173 $1.17 Million
Q4 2021

Jan 14, 2022
SELL
$37.72 - $41.8 $248,084 - $274,918
-6,577 Reduced 16.16%
34,124 $1.42 Million
Q3 2021

Oct 22, 2021
SELL
$37.31 - $39.74 $23,505 - $25,036
-630 Reduced 1.52%
40,701 $1.54 Million
Q2 2021

Jul 26, 2021
SELL
$35.11 - $37.6 $98,659 - $105,656
-2,810 Reduced 6.37%
41,331 $1.55 Million
Q1 2021

May 21, 2021
BUY
$32.23 - $34.74 $1.42 Million - $1.53 Million
44,141 New
44,141 $1.53 Million

Others Institutions Holding PTLC

# of Institutions
253
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
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email