Independent Wealth Network Inc. Pacer Fds Tr Trendpilot Us Lar Transaction History

Independent Wealth Network Inc.

$234 Million
Q4 2024

A detailed history of Independent Wealth Network Inc. transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Independent Wealth Network Inc. holds 9,135 shares of PTLC stock, worth $506,261. This represents 0.21% of its overall portfolio holdings.

Number of Shares

9,135

Previous 5,995 52.38%

Holding current value

$506,261

Previous $315,000 54.92%

% of portfolio

0.21%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$52.0 - $55.66 $163,280 - $174,772	3,140 Added 52.38%	9,135 $488,000
Q3 2024 Oct 15, 2024	SELL	$47.29 - $52.55 $81,858 - $90,964	-1,731 Reduced 22.4%	5,995 $315,000
Q2 2024 Jul 18, 2024	BUY	$45.19 - $49.99 $12,291 - $13,597	272 Added 3.65%	7,726 $384,000
Q1 2024 May 20, 2024	BUY	$42.56 - $47.72 $317,242 - $355,704	7,454 New	7,454 $355,000
Q4 2023 Jan 12, 2024	BUY	$38.36 - $43.85 $39,319 - $44,946	1,025 Added 16.77%	7,138 $308,000
Q2 2023 Jul 12, 2023	SELL	$37.59 - $41.3 $563 - $619	-15 Reduced 0.24%	6,113 $252,000
Q1 2023 Apr 18, 2023	BUY	$35.72 - $38.62 $9,287 - $10,041	260 Added 4.43%	6,128 $233,000
Q4 2022 Jan 25, 2023	BUY	$37.46 - $37.95 $219,815 - $222,690	5,868 New	5,868 $0

Others Institutions Holding PTLC

# of Institutions

221

Shares Held

40.3M

Call Options Held

Put Options Held

View Full List

About PACER FDS TR TRENDPILOT US LAR

Ticker PTLC
Sector ETFs
Industry ETFs

More about PTLC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Account

Independent Wealth Network Inc. Pacer Fds Tr Trendpilot Us Lar Transaction History