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

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025

A detailed history of Iht Wealth Management, LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Iht Wealth Management, LLC holds 9,180 shares of PTLC stock, worth $506,919. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,180
Previous 9,180 -0.0%
Holding current value
$506,919
Previous $465,000 7.96%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2025
SELL
$47.42 - $51.67 $37,461 - $40,819
-790 Reduced 7.92%
9,180 $465,000
Q1 2025

May 15, 2025
SELL
$50.25 - $55.9 $251 - $279
-5 Reduced 0.05%
9,970 $512,000
Q4 2024

Feb 14, 2025
SELL
$52.0 - $55.66 $165,984 - $177,666
-3,192 Reduced 24.24%
9,975 $533,000
Q3 2024

Nov 14, 2024
SELL
$47.29 - $52.55 $509,597 - $566,278
-10,776 Reduced 45.01%
13,167 $691,000
Q2 2024

Aug 14, 2024
SELL
$45.19 - $49.99 $101,993 - $112,827
-2,257 Reduced 8.61%
23,943 $1.19 Million
Q1 2024

May 15, 2024
BUY
$42.56 - $47.72 $362,611 - $406,574
8,520 Added 48.19%
26,200 $1.25 Million
Q4 2023

Feb 14, 2024
BUY
$38.36 - $43.85 $454,796 - $519,885
11,856 Added 203.57%
17,680 $765,000
Q3 2023

Nov 14, 2023
BUY
$39.77 - $42.63 $4,971 - $5,328
125 Added 2.19%
5,824 $232,000
Q1 2023

May 15, 2023
SELL
$35.72 - $38.62 $35,720 - $38,620
-1,000 Reduced 14.93%
5,699 $216,000
Q4 2022

Feb 14, 2023
BUY
$37.46 - $37.95 $1,348 - $1,366
36 Added 0.54%
6,699 $251,000
Q3 2022

Nov 22, 2022
BUY
$37.53 - $37.7 $250,062 - $251,195
6,663 New
6,663 $251,000
Q3 2021

Nov 15, 2021
SELL
$37.31 - $39.74 $207,406 - $220,914
-5,559 Closed
0 $0
Q2 2021

Aug 16, 2021
SELL
$35.11 - $37.6 $18,257 - $19,552
-520 Reduced 8.55%
5,559 $209,000
Q1 2021

May 18, 2021
SELL
$32.23 - $34.74 $19,337 - $20,844
-600 Reduced 8.98%
6,079 $211,000
Q4 2020

Feb 17, 2021
BUY
$28.76 - $32.77 $192,088 - $218,870
6,679 New
6,679 $219,000
Q2 2020

Aug 14, 2020
SELL
$26.29 - $28.33 $756,231 - $814,912
-28,765 Closed
0 $0
Q1 2020

May 13, 2020
SELL
$25.79 - $35.15 $72,702 - $99,087
-2,819 Reduced 8.93%
28,765 $777,000
Q4 2019

Feb 18, 2020
BUY
$30.16 - $33.76 $128,270 - $143,581
4,253 Added 15.56%
31,584 $1.06 Million
Q3 2019

Nov 15, 2019
SELL
$30.92 - $31.41 $281,959 - $286,427
-9,119 Reduced 25.02%
27,331 $852,000
Q2 2019

Aug 12, 2019
SELL
N/A
-2,654 Reduced 6.79%
36,450 $1.12 Million
Q1 2019

May 16, 2019
BUY
N/A
26,170 Added 202.33%
39,104 $1.15 Million
Q4 2018

Feb 15, 2019
BUY
N/A
12,934 New
12,934 $372,000

Others Institutions Holding PTLC

# of Institutions
255
Shares Held
45.9M
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 Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, 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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email