OFC FINANCIAL PLANNING, LLC PTLC Holdings History
OFC FINANCIAL PLANNING, LLC's Pacer Trendpilot US Large Cap ETF Holding Summary
As of 2025-03-31, OFC FINANCIAL PLANNING, LLC held 76,563.00 shares of Pacer Trendpilot US Large Cap ETF(PTLC), totaling $3.94 Mil. This investment constitutes 4.46% of their stock portfolio, and OFC FINANCIAL PLANNING, LLC now holds 0.11% of the outstanding Pacer Trendpilot US Large Cap ETF(PTLC) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $53.61 for 952.00 shares. Based on historical transaction data and PTLC's current price of $51.25, OFC FINANCIAL PLANNING, LLC's estimated gain on his PTLC holdings is $-209,369.23, reflecting a -5.00% gain to date.
OFC FINANCIAL PLANNING, LLC PTLC ($51.25) Holding Chart
OFC FINANCIAL PLANNING, LLC PTLC ($51.25) 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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