Heritage Wealth Management, Inc. Pacer Fds Tr Trendpilot Us Lar Transaction History

Heritage Wealth Management, Inc.

  • $341 Billion
  • Q3 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 4,225 shares of PTLC stock, worth $233,304. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,225
Previous 4,225 -0.0%
Holding current value
$233,304
Previous $214 Million 7.88%
% of portfolio
0.07%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$47.42 - $51.67 $14,226 - $15,501
300 Added 7.64%
4,225 $214 Million
Q4 2024

Feb 05, 2025
BUY
$52.0 - $55.66 $204,100 - $218,465
3,925 New
3,925 $210 Million

Others Institutions Holding PTLC

# of Institutions
254
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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