Whitaker Myers Wealth Managers, Ltd. Pacer Fds Tr Trendpilot Us Lar Transaction History
Whitaker Myers Wealth Managers, Ltd.
- $271 Billion
- Q2 2024
A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 72,948 shares of PTLC stock, worth $3.63 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
72,948
Previous 73,466
0.71%
Holding current value
$3.63 Million
Previous $3.51 Billion
3.54%
% of portfolio
1.34%
Previous 1.48%
Shares
7 transactions
Others Institutions Holding PTLC
# of Institutions
203Shares Held
36.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC5.86MShares$292 Million0.03% of portfolio
-
Morgan Stanley New York, NY4.28MShares$213 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3MShares$149 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA2.32MShares$116 Million0.03% of portfolio
-
Cfs Investment Advisory Services, LLC Totowa, NJ1.9MShares$94.6 Million15.24% of portfolio