A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Pacer Fds Tr Trendpilot Us Mid stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 9,460 shares of PTMC stock, worth $327,883. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,460
Previous 10,460 9.56%
Holding current value
$327,883
Previous $385,000 15.06%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 16, 2025

SELL
$34.5 - $38.9 $34,500 - $38,900
-1,000 Reduced 9.56%
9,460 $327,000
Q4 2024

Mar 17, 2025

SELL
$36.74 - $40.43 $55,110 - $60,645
-1,500 Reduced 12.54%
10,460 $385,000
Q3 2024

Oct 23, 2024

SELL
$34.06 - $37.17 $34,060 - $37,170
-1,000 Reduced 7.72%
11,960 $443,000
Q2 2024

Jul 16, 2024

BUY
$33.44 - $36.04 $83,600 - $90,100
2,500 Added 23.9%
12,960 $450,000
Q1 2024

Apr 15, 2024

BUY
$31.78 - $36.03 $332,418 - $376,873
10,460 New
10,460 $376,000

Others Institutions Holding PTMC

About PACER FDS TR TRENDPILOT US MID


  • Ticker PTMC
  • Sector ETFs
  • Industry ETFs
More about PTMC
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.