Creative One Wealth, LLC Pacer Fds Tr Lunt Large Cap Mu Transaction History

Creative One Wealth, LLC

$2.76 Billion
Q3 2024

A detailed history of Creative One Wealth, LLC transactions in Pacer Fds Tr Lunt Large Cap Mu stock. As of the latest transaction made, Creative One Wealth, LLC holds 11,900 shares of PALC stock, worth $596,190. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,900

Previous 11,479 3.67%

Holding current value

$596,190

Previous $558,000 5.56%

% of portfolio

0.02%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$45.75 - $50.32 $19,260 - $21,184	421 Added 3.67%	11,900 $589,000
Q2 2024 Aug 14, 2024	BUY	$44.06 - $49.53 $505,764 - $568,554	11,479 New	11,479 $558,000
Q2 2023 Aug 14, 2023	BUY	$34.0 - $38.19 $560,116 - $629,142	16,474 Added 216.93%	24,068 $834,000
Q1 2023 May 15, 2023	SELL	$32.13 - $35.92 $522,722 - $584,382	-16,269 Reduced 68.18%	7,594 $263,000
Q4 2022 Feb 14, 2023	BUY	$32.36 - $36.72 $19,092 - $21,664	590 Added 2.54%	23,863 $839,000
Q3 2022 Nov 14, 2022	SELL	$31.9 - $38.14 $40,002 - $47,827	-1,254 Reduced 5.11%	23,273 $742,000
Q2 2022 Aug 12, 2022	BUY	$33.55 - $39.61 $29,490 - $34,817	879 Added 3.72%	24,527 $849,000
Q1 2022 May 13, 2022	BUY	$36.58 - $42.1 $865,043 - $995,580	23,648 New	23,648 $933,000

Others Institutions Holding PALC

# of Institutions

Shares Held

7.31M

Call Options Held

Put Options Held

View Full List

About PACER FDS TR LUNT LARGE CAP MU

Ticker PALC
Sector Technology

More about PALC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Account

Creative One Wealth, LLC Pacer Fds Tr Lunt Large Cap Mu Transaction History