Invenio Wealth Partners LLC Pacer Fds Tr Trendpilot Us Lar Transaction History

Invenio Wealth Partners LLC

  • $275 Billion
  • Q3 2025

A detailed history of Invenio Wealth Partners LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 130,871 shares of PTLC stock, worth $7.23 Million. This represents 2.61% of its overall portfolio holdings.

Number of Shares
130,871
Previous 229,067 42.87%
Holding current value
$7.23 Million
Previous $11.6 Billion 38.37%
% of portfolio
2.61%
Previous 4.62%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$50.7 - $54.86 $4.98 Million - $5.39 Million
-98,196 Reduced 42.87%
130,871 $7.17 Billion
Q2 2025

Aug 11, 2025
BUY
$47.42 - $51.67 $6.63 Million - $7.23 Million
139,900 Added 156.9%
229,067 $11.6 Billion
Q1 2025

May 13, 2025
BUY
$50.25 - $55.9 $1.85 Million - $2.05 Million
36,755 Added 70.13%
89,167 $4.59 Billion
Q4 2024

Feb 12, 2025
BUY
$52.0 - $55.66 $2.73 Million - $2.92 Million
52,412 New
52,412 $2.8 Billion

Others Institutions Holding PTLC

# of Institutions
254
Shares Held
46M
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
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