Whitaker Myers Wealth Managers, Ltd. Pacer Fds Tr Trendpilot Us Lar Transaction History
Whitaker Myers Wealth Managers, Ltd.
- $343 Billion
- Q4 2024
A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Pacer Fds Tr Trendpilot Us Lar stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 73,482 shares of PTLC stock, worth $4.03 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
73,482
Previous 76,301
3.69%
Holding current value
$4.03 Million
Previous $4.01 Billion
2.06%
% of portfolio
1.14%
Previous 1.33%
Shares
9 transactions
Others Institutions Holding PTLC
# of Institutions
223Shares Held
40.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.04MShares$332 Million0.03% of portfolio
-
Morgan Stanley New York, NY4.47MShares$245 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.24MShares$178 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA2.36MShares$129 Million0.03% of portfolio
-
Cfs Investment Advisory Services, LLC Totowa, NJ1.98MShares$109 Million9.5% of portfolio