Kingswood Wealth Advisors, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 14,568 shares of PTLC stock, worth $804,444. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,568
Previous 14,449 0.82%
Holding current value
$804,444
Previous $733 Million 8.77%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 23, 2025
BUY
$50.7 - $54.86 $6,033 - $6,528
119 Added 0.82%
14,568 $798 Million
Q2 2025

Jul 23, 2025
SELL
$47.42 - $51.67 $6,022 - $6,562
-127 Reduced 0.87%
14,449 $733 Million
Q1 2025

Jul 25, 2025
BUY
$50.25 - $55.9 $6,381 - $7,099
127 Added 0.88%
14,576 $750 Million
Q1 2025

Apr 21, 2025
BUY
$50.25 - $55.9 $27,185 - $30,241
541 Added 3.85%
14,576 $750 Million
Q4 2024

Jan 22, 2025
BUY
$52.0 - $55.66 $729,820 - $781,188
14,035 New
14,035 $750 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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