Valmark Advisers, Inc. Pacer Fds Tr Trendpilot Us Lar Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Valmark Advisers, Inc. holds 5,249 shares of PTLC stock, worth $286,962. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,249

Previous 5,249 -0.0%

Holding current value

$286,962

Previous $275,000 1.82%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$45.19 - $49.99 $56,125 - $62,087	-1,242 Reduced 19.13%	5,249 $261,000
Q1 2024 May 03, 2024	BUY	$42.56 - $47.72 $6,596 - $7,396	155 Added 2.45%	6,491 $309,000
Q4 2023 Feb 02, 2024	BUY	$38.36 - $43.85 $3,490 - $3,990	91 Added 1.46%	6,336 $274,000
Q3 2023 Nov 07, 2023	SELL	$39.77 - $42.63 $145,757 - $156,238	-3,665 Reduced 36.98%	6,245 $249,000
Q2 2023 Aug 02, 2023	SELL	$37.59 - $41.3 $122,731 - $134,844	-3,265 Reduced 24.78%	9,910 $409,000
Q1 2023 May 01, 2023	SELL	$35.72 - $38.62 $198,638 - $214,765	-5,561 Reduced 29.68%	13,175 $501,000
Q4 2022 Feb 06, 2023	BUY	$37.46 - $37.95 $419,439 - $424,926	11,197 Added 148.52%	18,736 $702,000
Q3 2022 Nov 02, 2022	BUY	$37.53 - $37.7 $282,938 - $284,220	7,539 New	7,539 $284,000

Others Institutions Holding PTLC

# of Institutions

249

Shares Held

44.3M

Call Options Held

Put Options Held

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About PACER FDS TR TRENDPILOT US LAR

Ticker PTLC
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Valmark Advisers, Inc. Pacer Fds Tr Trendpilot Us Lar Transaction History