INVENIO WEALTH PARTNERS LLC PTLC Holdings History
INVENIO WEALTH PARTNERS LLC's Pacer Trendpilot US Large Cap ETF Holding Summary
As of 2025-03-31, INVENIO WEALTH PARTNERS LLC held 89,167.00 shares of Pacer Trendpilot US Large Cap ETF(PTLC), totaling $4.59 Mil. This investment constitutes 1.93% of their stock portfolio, and INVENIO WEALTH PARTNERS LLC now holds 0.13% of the outstanding Pacer Trendpilot US Large Cap ETF(PTLC) stock.
The initial trade took place in 2024Q4. And since then INVENIO WEALTH PARTNERS LLC has made 2 purchases of PTLC, at an average price of $53.83, for a total of 89,167.00 shares. Based on historical transaction data and PTLC's current price of $50.47, INVENIO WEALTH PARTNERS LLC's estimated gain on his PTLC holdings is $-299,376.82, reflecting a -6.24% gain to date.
INVENIO WEALTH PARTNERS LLC PTLC ($50.47) Holding Chart
INVENIO WEALTH PARTNERS LLC PTLC ($50.47) 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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