My Wealth Management Inc. Pacer Fds Tr Trendpilot Us Lar Transaction History

My Wealth Management Inc.

  • $104 Million
  • Q2 2025

A detailed history of My Wealth Management Inc. transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, My Wealth Management Inc. holds 233,575 shares of PTLC stock, worth $12.1 Million. This represents 11.36% of its overall portfolio holdings.

Number of Shares
233,575
Previous 174,933 33.52%
Holding current value
$12.1 Million
Previous $9 Million 31.73%
% of portfolio
11.36%
Previous 8.71%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
$47.42 - $51.67 $2.78 Million - $3.03 Million
58,642 Added 33.52%
233,575 $11.9 Million
Q1 2025

May 06, 2025
BUY
$50.25 - $55.9 $1.69 Million - $1.88 Million
33,595 Added 23.77%
174,933 $9 Million
Q4 2024

Feb 07, 2025
BUY
$52.0 - $55.66 $7.35 Million - $7.87 Million
141,338 New
141,338 $7.55 Million

Others Institutions Holding PTLC

# of Institutions
253
Shares Held
46.4M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR TRENDPILOT US LAR

PTLC Quotes by TradingView
  • Ticker PTLC
  • Sector ETFs
  • Industry ETFs
More about PTLC
Track This Portfolio

Track My Wealth Management Inc. Portfolio

Follow My Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of My Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on My Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email