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

Reuter James Wealth Management, LLC

  • $536 Million
  • Q4 2024

A detailed history of Reuter James Wealth Management, LLC transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 142,894 shares of PTLC stock, worth $7.38 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares
142,894
Previous 147,848 3.35%
Holding current value
$7.38 Million
Previous $7.77 Million 1.71%
% of portfolio
1.43%
Previous 1.45%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$52.0 - $55.66 $257,608 - $275,739
-4,954 Reduced 3.35%
142,894 $7.64 Million
Q3 2024

Nov 08, 2024
BUY
$47.29 - $52.55 $6.99 Million - $7.77 Million
147,848 New
147,848 $7.77 Million

Others Institutions Holding PTLC

# of Institutions
253
Shares Held
44.4M
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 Reuter James Wealth Management, LLC Portfolio

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

News

Stay updated on Reuter James Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email