Guardian Wealth Advisors, LLC Pacer Fds Tr Trendpilot U S Bo Transaction History

Guardian Wealth Advisors, LLC

  • $1.18 Billion
  • Q4 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Pacer Fds Tr Trendpilot U S Bo stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 1,548 shares of PTBD stock, worth $31,408. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,548
Previous 1,243 24.54%
Holding current value
$31,408
Previous $25,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 14, 2025
BUY
$19.99 - $20.7 $6,096 - $6,313
305 Added 24.54%
1,548 $30,000
Q3 2024

Nov 14, 2024
SELL
$20.0 - $20.91 $940 - $982
-47 Reduced 3.64%
1,243 $25,000
Q2 2024

Aug 14, 2024
SELL
$19.88 - $20.36 $9,721 - $9,956
-489 Reduced 27.49%
1,290 $25,000
Q1 2024

May 15, 2024
SELL
$20.21 - $20.51 $7,598 - $7,711
-376 Reduced 17.45%
1,779 $36,000
Q3 2023

Nov 14, 2023
SELL
$19.46 - $20.24 $5,409 - $5,626
-278 Reduced 11.43%
2,155 $42,000
Q2 2023

Aug 14, 2023
SELL
$19.61 - $20.42 $14,021 - $14,600
-715 Reduced 22.71%
2,433 $48,000
Q1 2023

May 15, 2023
SELL
$19.99 - $21.17 $24,187 - $25,615
-1,210 Reduced 27.77%
3,148 $63,000
Q4 2022

Feb 14, 2023
SELL
$19.63 - $20.89 $4,927 - $5,243
-251 Reduced 5.45%
4,358 $87,000
Q3 2022

Nov 14, 2022
SELL
$19.57 - $21.92 $28,826 - $32,288
-1,473 Reduced 24.22%
4,609 $90,000
Q2 2022

Aug 15, 2022
SELL
$21.33 - $24.43 $1.25 Million - $1.43 Million
-58,699 Reduced 90.61%
6,082 $131,000
Q1 2022

May 16, 2022
SELL
$24.05 - $26.88 $1.35 Million - $1.51 Million
-56,134 Reduced 46.42%
64,781 $1.58 Million
Q4 2021

May 16, 2022
BUY
$26.52 - $27.2 $3.21 Million - $3.29 Million
120,915 New
120,915 $3.26 Million

Others Institutions Holding PTBD

# of Institutions
70
Shares Held
5.66M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR TRENDPILOT U S BO

PTBD Quotes by TradingView
  • Ticker PTBD
  • Sector ETFs
  • Industry ETFs
More about PTBD
Track This Portfolio

Track Guardian Wealth Advisors, LLC Portfolio

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

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email