Institutional shares held 44.7 Million
0 calls
0 puts
Total value of holdings $2.17B
$0 calls
$0 puts
# of Institutions 250


Latest Institutional Activity in PTLC

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 1.07M ($52.1M)
Q1 2025
Advisor Resource Council Shares Held: 130K ($6.34M)
Q1 2025
Aspire Capital Advisors LLC Shares Held: 58.1K ($2.83M)
Q1 2025
Financial Enhancement Group LLC Shares Held: 268K ($13M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 51K ($2.48M)

Top Sells

Q1 2025
Money Concepts Capital Corp Shares Held: 7.93K ($386K)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 8.03K ($391K)
Q1 2025
Tcfg Wealth Management, LLC Shares Held: 12.7K ($617K)
Q1 2025
Org Partners LLC Shares Held: 117K ($5.71M)
Q1 2025
Meridian Investment Counsel Inc. Shares Held: 12K ($584K)

About PTLC

Track Institutional and Insider Activities on PTLC

Follow PACER FDS TR TRENDPILOT US LAR and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells PTLC shares.

Notify only if

Insider Trading

Get notified when an Pacer Fds Tr Trendpilot Us Lar insider buys or sells PTLC shares.

Notify only if

News

Receive news related to PACER FDS TR TRENDPILOT US LAR

Track Activities on PTLC