Bogart Wealth, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 14, 2021	SELL	$28.76 - $32.77 $4,601 - $5,243	-160 Closed	0 $0
Q3 2020 Oct 06, 2020	SELL	$27.3 - $31.44 $27 - $31	-1 Reduced 0.62%	160 $4,000
Q1 2020 Apr 20, 2020	BUY	$25.79 - $35.15 $4,152 - $5,659	161 New	161 $4,000

Others Institutions Holding PTLC

# of Institutions

220

Shares Held

40.3M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

6.04M
Shares

$335 Million
0.03% of portfolio
Morgan Stanley New York, NY

4.47M
Shares

$248 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

3.24M
Shares

$179 Million
0.08% of portfolio
Wells Fargo & Company San Francisco, CA

2.36M
Shares

$131 Million
0.03% of portfolio
Cfs Investment Advisory Services, LLC Totowa, NJ

1.98M
Shares

$110 Million
9.5% of portfolio

About PACER FDS TR TRENDPILOT US LAR

Ticker PTLC
Sector ETFs
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