Wealth Shield Partners, LLC Pacer Fds Tr Trendpilot Us Mid Transaction History

Wealth Shield Partners, LLC

  • $721 Million
  • Q3 2024

A detailed history of Wealth Shield Partners, LLC transactions in Pacer Fds Tr Trendpilot Us Mid stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 1,969 shares of PTMC stock, worth $78,976. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,969
Previous 1,222 61.13%
Holding current value
$78,976
Previous $42,000 73.81%
% of portfolio
0.01%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$34.06 - $37.17 $25,442 - $27,765
747 Added 61.13%
1,969 $73,000
Q4 2023

Jan 23, 2024
SELL
$30.5 - $33.81 $435,875 - $483,178
-14,291 Reduced 92.12%
1,222 $40,000
Q3 2023

Oct 25, 2023
SELL
$31.07 - $34.25 $141,523 - $156,008
-4,555 Reduced 22.7%
15,513 $489,000
Q2 2023

Aug 03, 2023
SELL
$31.22 - $32.94 $87,759 - $92,594
-2,811 Reduced 12.29%
20,068 $661,000
Q1 2023

May 08, 2023
BUY
$30.59 - $35.04 $501,339 - $574,270
16,389 Added 252.53%
22,879 $726,000
Q4 2022

Feb 13, 2023
BUY
$30.73 - $33.28 $199,437 - $215,987
6,490 New
6,490 $202,000
Q2 2021

Aug 06, 2021
SELL
$34.83 - $35.96 $119,536 - $123,414
-3,432 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$32.36 - $35.3 $111,059 - $121,149
3,432 New
3,432 $119,000
Q4 2020

Feb 16, 2021
SELL
$27.6 - $32.73 $177,909 - $210,977
-6,446 Closed
0 $0
Q3 2020

Oct 30, 2020
SELL
$26.28 - $28.84 $11,405 - $12,516
-434 Reduced 6.31%
6,446 $176,000
Q2 2020

Aug 13, 2020
BUY
$26.37 - $28.38 $76,051 - $81,847
2,884 Added 72.17%
6,880 $188,000
Q1 2020

May 12, 2020
SELL
$27.13 - $31.39 $188,010 - $217,532
-6,930 Reduced 63.43%
3,996 $113,000
Q4 2019

Feb 13, 2020
SELL
$28.05 - $31.18 $185,691 - $206,411
-6,620 Reduced 37.73%
10,926 $336,000
Q3 2019

Nov 13, 2019
SELL
$28.96 - $29.55 $51,809 - $52,864
-1,789 Reduced 9.25%
17,546 $512,000
Q2 2019

Aug 12, 2019
SELL
N/A
-81,810 Reduced 80.88%
19,335 $564,000
Q1 2019

May 14, 2019
BUY
N/A
49,108 Added 94.37%
101,145 $3.07 Million
Q4 2018

Feb 14, 2019
BUY
N/A
21,539 Added 70.62%
52,037 $1.61 Million
Q3 2018

Nov 05, 2018
BUY
N/A
21,215 Added 228.54%
30,498 $1.02 Million
Q2 2018

Aug 02, 2018
BUY
N/A
8,037 Added 645.02%
9,283 $299,000
Q1 2018

May 11, 2018
BUY
N/A
1,246 New
1,246 $38,000

Others Institutions Holding PTMC

# of Institutions
69
Shares Held
7.51M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR TRENDPILOT US MID

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

Track Wealth Shield Partners, LLC Portfolio

Follow Wealth Shield Partners, 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 Shield Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email