Marshall & Sterling Wealth Advisors Inc. Pacer Fds Tr Trendpliot 100 Et Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Pacer Fds Tr Trendpliot 100 Et stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 153 shares of PTNQ stock, worth $10,251. This represents 0.01% of its overall portfolio holdings.

Number of Shares
153
Previous 150 2.0%
Holding current value
$10,251
Previous $11.1 Million 2.2%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$70.83 - $76.62 $212 - $229
3 Added 2.0%
153 $10.9 Million
Q4 2024

Feb 14, 2025
BUY
$72.62 - $77.83 $10,893 - $11,674
150 New
150 $11.1 Million

Others Institutions Holding PTNQ

# of Institutions
148
Shares Held
11.5M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR TRENDPLIOT 100 ET

PTNQ Quotes by TradingView
  • Ticker PTNQ
  • Sector ETFs
  • Industry ETFs
More about PTNQ
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