A detailed history of Willner & Heller, LLC transactions in Pacer Fds Tr Us Export Leaders stock. As of the latest transaction made, Willner & Heller, LLC holds 8,236 shares of PEXL stock, worth $421,189. This represents 0.36% of its overall portfolio holdings.

Number of Shares
8,236
Previous 8,166 0.86%
Holding current value
$421,189
Previous $411,000 3.65%
% of portfolio
0.36%
Previous 0.38%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025

BUY
$47.96 - $51.34 $3,357 - $3,593
70 Added 0.86%
8,236 $396,000
Q3 2024

Oct 10, 2024

BUY
$45.81 - $51.52 $56,071 - $63,060
1,224 Added 17.63%
8,166 $411,000
Q2 2024

Jul 19, 2024

BUY
$46.17 - $49.78 $73,502 - $79,249
1,592 Added 29.76%
6,942 $340,000
Q1 2024

Jul 19, 2024

BUY
$44.02 - $49.51 $235,507 - $264,878
5,350 New
5,350 $264,000

Others Institutions Holding PEXL

About PACER FDS TR US EXPORT LEADERS


  • Ticker PEXL
  • Sector ETFs
  • Industry ETFs
More about PEXL
Track This Portfolio

Track Willner & Heller, LLC Portfolio

Follow Willner & Heller, LLC 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 Willner & Heller, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Willner & Heller, LLC with notifications on news.