CFS Investment Advisory Services, LLC PTLC Holdings History
CFS Investment Advisory Services, LLC's Pacer Trendpilot US Large Cap ETF Holding Summary
As of 2025-03-31, CFS Investment Advisory Services, LLC held 1.99 Mil shares of Pacer Trendpilot US Large Cap ETF(PTLC), totaling $102.55 Mil. This investment constitutes 9.12% of their stock portfolio, and CFS Investment Advisory Services, LLC now holds 3% of the outstanding Pacer Trendpilot US Large Cap ETF(PTLC) stock.
The initial trade took place in 2020Q4. And since then CFS Investment Advisory Services, LLC has made 11 purchases of PTLC, at an average price of $38.19, for a total of 147.79 Mil shares. In addition, there have been 5 sales at an average price of $37.52 for 145.80 Mil shares. Based on historical transaction data and PTLC's current price of $51.28, CFS Investment Advisory Services, LLC's estimated gain on his PTLC holdings is $-71.10 Mil, reflecting a -1.26% gain to date.
CFS Investment Advisory Services, LLC PTLC ($51.28) Holding Chart
CFS Investment Advisory Services, LLC PTLC ($51.28) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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