Purchases and Sales Made in Q4 2024 in Pacer Fds Tr Trendpilot Us Lar (PTLC)
This table provides information about the institutional ownership of Pacer Fds Tr Trendpilot Us Lar (PTLC) during Q4 2024. The information is specifically focused on institutions that hold shares of PACER FDS TR TRENDPILOT US LAR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-764- 4.43% |
$39.7K - $42.5K
|
16.5K
$905K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1K- 33.33% |
$52K - $55.7K
|
2K
$110K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.06K- 6.02% |
$55.1K - $59K
|
16.6K
$909K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.99K- 15.67% |
$103K - $111K
|
10.7K
$588K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-2.18K- 12.32% |
$113K - $121K
|
15.5K
$849K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-2.23K- 2.66% |
$116K - $124K
|
81.7K
$4.48M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.42K- 1.99% |
$126K - $135K
|
120K
$6.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.82K- 3.69% |
$147K - $157K
|
73.5K
$4.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.84K- 24.3% |
$200K - $214K
|
12K
$656K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.11K- 7.28% |
$214K - $229K
|
52.3K
$2.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-4.64K- 13.27% |
$241K - $258K
|
30.3K
$1.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-4.95K- 3.35% |
$258K - $276K
|
143K
$7.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-7.34K- 2.38% |
$382K - $409K
|
302K
$16.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.36K- 6.77% |
$383K - $410K
|
101K
$5.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-9.08K- 4.04% |
$472K - $505K
|
216K
$11.8M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-48.2K- 50.05% |
$2.51M - $2.68M
|
48.1K
$2.64M
|