Laidlaw Wealth Management LLC Pacer Fds Tr Trendpilot Us Mid Transaction History

Laidlaw Wealth Management LLC

$32.8 Million
Q2 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	SELL	$30.73 - $33.28 $27,042 - $29,286	-880 Reduced 8.4%	9,597 $299,000
Q3 2022 Nov 14, 2022	SELL	$32.06 - $34.56 $21,159 - $22,809	-660 Reduced 5.93%	10,477 $337,000
Q2 2022 Aug 12, 2022	SELL	$34.48 - $34.6 $29,204 - $29,306	-847 Reduced 7.07%	11,137 $385,000
Q1 2022 May 12, 2022	SELL	$34.49 - $36.72 $164,448 - $175,080	-4,768 Reduced 28.46%	11,984 $413,000
Q4 2021 Feb 14, 2022	SELL	$35.28 - $37.06 $11,183 - $11,748	-317 Reduced 1.86%	16,752 $613,000
Q3 2021 Nov 12, 2021	SELL	$34.54 - $36.07 $3,454 - $3,607	-100 Reduced 0.58%	17,069 $599,000
Q2 2021 Aug 13, 2021	SELL	$34.83 - $35.96 $69,660 - $71,920	-2,000 Reduced 10.43%	17,169 $609,000
Q1 2021 May 17, 2021	BUY	$32.36 - $35.3 $620,308 - $676,665	19,169 New	19,169 $667,000

Others Institutions Holding PTMC

# of Institutions

85

Shares Held

8.48M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

1.29M
Shares

$46 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.03M
Shares

$36.7 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

1.01M
Shares

$36.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

541K
Shares

$19.3 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

390K
Shares

$13.9 Million
0.02% of portfolio

About PACER FDS TR TRENDPILOT US MID

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