Whitaker Myers Wealth Managers, Ltd. Pacer Fds Tr Trendpilot Us Lar Transaction History

Whitaker Myers Wealth Managers, Ltd.

$343 Billion
Q4 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 73,482 shares of PTLC stock, worth $4.03 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares

73,482

Previous 76,301 3.69%

Holding current value

$4.03 Million

Previous $4.01 Billion 2.06%

% of portfolio

1.14%

Previous 1.33%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$52.0 - $55.66 $146,588 - $156,905	-2,819 Reduced 3.69%	73,482 $3.93 Billion
Q3 2024 Oct 18, 2024	BUY	$47.29 - $52.55 $158,563 - $176,200	3,353 Added 4.6%	76,301 $4.01 Billion
Q2 2024 Jul 26, 2024	SELL	$45.19 - $49.99 $23,408 - $25,894	-518 Reduced 0.71%	72,948 $3.63 Billion
Q1 2024 Apr 12, 2024	BUY	$42.56 - $47.72 $19,279 - $21,617	453 Added 0.62%	73,466 $3.51 Billion
Q4 2023 Jan 12, 2024	SELL	$38.36 - $43.85 $232,883 - $266,213	-6,071 Reduced 7.68%	73,013 $3.16 Billion
Q3 2023 Oct 05, 2023	BUY	$39.77 - $42.63 $27,839 - $29,841	700 Added 0.89%	79,084 $3.16 Billion
Q2 2023 Jul 13, 2023	SELL	$37.59 - $41.3 $31,086 - $34,155	-827 Reduced 1.04%	78,384 $3.24 Billion
Q1 2023 Apr 21, 2023	BUY	$35.72 - $38.62 $7,072 - $7,646	198 Added 0.25%	79,211 $3.02 Billion
Q4 2022 Apr 21, 2023	BUY	$37.46 - $37.95 $2.96 Million - $3 Million	79,013 New	79,013 $2.96 Billion

Others Institutions Holding PTLC

# of Institutions

234

Shares Held

43M

Call Options Held

Put Options Held

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About PACER FDS TR TRENDPILOT US LAR

Ticker PTLC
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Whitaker Myers Wealth Managers, Ltd. Pacer Fds Tr Trendpilot Us Lar Transaction History