Number of Shares
403
Previous 403 -0.0%
Holding current value
$243 Million
Previous $208 Million 16.67%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Jul 08, 2025

BUY
N/A
403 New
403 $208 Million
Track This Portfolio

Track Ptm Wealth Management, LLC Portfolio

Follow Ptm Wealth Management, LLC 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 Ptm Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ptm Wealth Management, LLC with notifications on news.