Golden State Wealth Management, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History

Golden State Wealth Management, LLC

  • $906 Billion
  • Q3 2025

A detailed history of Golden State Wealth Management, LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 3,288 shares of PTLC stock, worth $181,563. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,288
Previous 8,616 61.84%
Holding current value
$181,563
Previous $437 Million 58.83%
% of portfolio
0.02%
Previous 0.05%

Shares

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

Nov 03, 2025
SELL
$50.7 - $54.86 $270,129 - $292,294
-5,328 Reduced 61.84%
3,288 $180 Million
Q2 2025

Aug 06, 2025
BUY
$47.42 - $51.67 $28,025 - $30,536
591 Added 7.36%
8,616 $437 Million
Q1 2025

Apr 24, 2025
SELL
$50.25 - $55.9 $403,155 - $448,485
-8,023 Reduced 49.99%
8,025 $413 Million
Q1 2025

Apr 23, 2025
BUY
$50.25 - $55.9 $434,763 - $483,646
8,652 Added 116.98%
16,048 $825,000
Q4 2024

Jan 28, 2025
BUY
$52.0 - $55.66 $384,592 - $411,661
7,396 New
7,396 $395 Million
Q3 2021

Nov 15, 2021
SELL
$37.31 - $39.74 $211,808 - $225,603
-5,677 Closed
0 $0
Q2 2021

Aug 12, 2021
BUY
$35.11 - $37.6 $199,319 - $213,455
5,677 New
5,677 $213,000
Q4 2020

Jan 28, 2021
SELL
$28.76 - $32.77 $162,378 - $185,019
-5,646 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
$27.3 - $31.44 $154,135 - $177,510
5,646 New
5,646 $167,000
Q2 2020

Aug 11, 2020
SELL
$26.29 - $28.33 $146,461 - $157,826
-5,571 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$25.79 - $35.15 $143,676 - $195,820
5,571 New
5,571 $150,000

Others Institutions Holding PTLC

# of Institutions
253
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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