Burt Wealth Advisors Pacer Fds Tr Trendpilot Us Lar Transaction History

Burt Wealth Advisors

  • $395 Million
  • Q4 2024

A detailed history of Burt Wealth Advisors transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Burt Wealth Advisors holds 7,299 shares of PTLC stock, worth $382,905. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,299
Previous 7,299 -0.0%
Holding current value
$382,905
Previous $383,000 1.83%
% of portfolio
0.1%
Previous 0.1%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
SELL
$45.19 - $49.99 $20,245 - $22,395
-448 Reduced 5.78%
7,299 $363,000
Q1 2024

Apr 18, 2024
BUY
$42.56 - $47.72 $19,066 - $21,378
448 Added 6.14%
7,747 $369,000
Q4 2023

Feb 01, 2024
SELL
$38.36 - $43.85 $3,030 - $3,464
-79 Reduced 1.07%
7,299 $315,000
Q3 2022

Oct 11, 2022
SELL
$37.53 - $37.7 $24,657 - $24,768
-657 Reduced 8.18%
7,378 $278,000
Q1 2022

Apr 19, 2022
BUY
$36.87 - $41.79 $296,250 - $335,782
8,035 New
8,035 $312,000
Q1 2021

Apr 15, 2021
SELL
$32.23 - $34.74 $140,264 - $151,188
-4,352 Closed
0 $0
Q4 2020

Feb 11, 2021
BUY
$28.76 - $32.77 $3,623 - $4,129
126 Added 2.98%
4,352 $142,000
Q3 2020

Nov 10, 2020
SELL
$27.3 - $31.44 $45,045 - $51,876
-1,650 Reduced 28.08%
4,226 $125,000
Q2 2020

Aug 05, 2020
SELL
$26.29 - $28.33 $44,798 - $48,274
-1,704 Reduced 22.48%
5,876 $160,000
Q1 2020

Apr 29, 2020
BUY
$25.79 - $35.15 $43,946 - $59,895
1,704 Added 29.0%
7,580 $205,000
Q2 2019

Aug 05, 2019
BUY
N/A
129 Added 2.24%
5,876 $180,000
Q1 2019

Apr 24, 2019
SELL
N/A
-8,141 Reduced 58.62%
5,747 $169,000
Q4 2018

Feb 08, 2019
BUY
N/A
9,791 Added 238.98%
13,888 $400,000
Q3 2018

Oct 30, 2018
BUY
N/A
640 Added 18.51%
4,097 $129,000
Q2 2017

Aug 07, 2017
BUY
N/A
3,457
3,457 $89,000

Others Institutions Holding PTLC

# of Institutions
254
Shares Held
44.5M
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
Track This Portfolio

Track Burt Wealth Advisors Portfolio

Follow Burt Wealth Advisors 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 Burt Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Burt Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email