Financial Advocates Investment Management Pacer Fds Tr Trendpilot Us Lar Transaction History

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Financial Advocates Investment Management holds 101,357 shares of PTLC stock, worth $5.2 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
101,357
Previous 108,716 6.77%
Holding current value
$5.2 Million
Previous $5.71 Million 5.2%
% of portfolio
0.32%
Previous 0.32%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$52.0 - $55.66 $382,668 - $409,601
-7,359 Reduced 6.77%
101,357 $5.42 Million
Q3 2024

Oct 25, 2024
BUY
$47.29 - $52.55 $209,778 - $233,111
4,436 Added 4.25%
108,716 $5.71 Million
Q2 2024

Jul 26, 2024
BUY
$45.19 - $49.99 $25,216 - $27,894
558 Added 0.54%
104,280 $5.19 Million
Q1 2024

May 01, 2024
BUY
$42.56 - $47.72 $60,350 - $67,666
1,418 Added 1.39%
103,722 $4.95 Million
Q4 2023

Feb 08, 2024
BUY
$38.36 - $43.85 $80,786 - $92,348
2,106 Added 2.1%
102,304 $4.43 Million
Q3 2023

Oct 27, 2023
SELL
$39.77 - $42.63 $37,582 - $40,285
-945 Reduced 0.93%
100,198 $4 Million
Q2 2023

Aug 07, 2023
SELL
$37.59 - $41.3 $338,197 - $371,576
-8,997 Reduced 8.17%
101,143 $4.18 Million
Q1 2023

May 11, 2023
SELL
$35.72 - $38.62 $162,097 - $175,257
-4,538 Reduced 3.96%
110,140 $4.19 Million
Q4 2022

Feb 14, 2023
BUY
$37.46 - $37.95 $363,661 - $368,418
9,708 Added 9.25%
114,678 $4.3 Million
Q3 2022

Nov 14, 2022
SELL
$37.53 - $37.7 $41,057 - $41,243
-1,094 Reduced 1.03%
104,970 $3.9 Million
Q2 2022

Aug 12, 2022
SELL
$37.08 - $39.3 $38,192 - $40,479
-1,030 Reduced 0.96%
106,064 $3.98 Million
Q1 2022

May 11, 2022
BUY
$36.87 - $41.79 $417,552 - $473,271
11,325 Added 11.83%
107,094 $4.16 Million
Q4 2021

Feb 14, 2022
BUY
$37.72 - $41.8 $260,569 - $288,754
6,908 Added 7.77%
95,769 $3.98 Million
Q3 2021

Nov 04, 2021
BUY
$37.31 - $39.74 $557,336 - $593,636
14,938 Added 20.21%
88,861 $3.35 Million
Q2 2021

Aug 03, 2021
BUY
$35.11 - $37.6 $133,066 - $142,504
3,790 Added 5.4%
73,923 $2.78 Million
Q1 2021

May 10, 2021
BUY
$32.23 - $34.74 $240,564 - $259,299
7,464 Added 11.91%
70,133 $2.44 Million
Q4 2020

Feb 12, 2021
SELL
$28.76 - $32.77 $965,990 - $1.1 Million
-33,588 Reduced 34.89%
62,669 $2.06 Million
Q3 2020

Nov 04, 2020
SELL
$27.3 - $31.44 $3.07 Million - $3.53 Million
-112,382 Reduced 53.86%
96,257 $2.84 Million
Q2 2020

Aug 14, 2020
SELL
$26.29 - $28.33 $228,617 - $246,357
-8,696 Reduced 4.0%
208,639 $5.67 Million
Q1 2020

Apr 29, 2020
BUY
$25.79 - $35.15 $882,791 - $1.2 Million
34,230 Added 18.69%
217,335 $5.87 Million
Q4 2019

Feb 13, 2020
BUY
$30.16 - $33.76 $690,362 - $772,766
22,890 Added 14.29%
183,105 $6.13 Million
Q3 2019

Nov 13, 2019
BUY
$30.92 - $31.41 $711,376 - $722,649
23,007 Added 16.77%
160,215 $4.98 Million
Q2 2019

Aug 08, 2019
BUY
N/A
17,648 Added 14.76%
137,208 $4.2 Million
Q1 2019

May 16, 2019
BUY
N/A
28,105 Added 30.73%
119,560 $3.51 Million
Q4 2018

Feb 14, 2019
BUY
N/A
79,911 Added 692.23%
91,455 $0
Q3 2018

Nov 14, 2018
BUY
N/A
11,544 New
11,544 $0

Others Institutions Holding PTLC

# of Institutions
253
Shares Held
44.4M
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 Financial Advocates Investment Management Portfolio

Follow Financial Advocates Investment Management 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 Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email