Whitaker Myers Wealth Managers, Ltd. Pacer Fds Tr Trendpilot Us Lar Transaction History

Whitaker Myers Wealth Managers, Ltd.

  • $397 Billion
  • Q2 2025

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 65,314 shares of PTLC stock, worth $3.59 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
65,314
Previous 73,815 11.52%
Holding current value
$3.59 Million
Previous $3.8 Billion 12.7%
% of portfolio
0.84%
Previous 1.07%

Shares

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

Jul 07, 2025
SELL
$47.42 - $51.67 $403,117 - $439,246
-8,501 Reduced 11.52%
65,314 $3.32 Billion
Q1 2025

Apr 14, 2025
BUY
$50.25 - $55.9 $16,733 - $18,614
333 Added 0.45%
73,815 $3.8 Billion
Q4 2024

Jan 15, 2025
SELL
$52.0 - $55.66 $146,588 - $156,905
-2,819 Reduced 3.69%
73,482 $3.93 Billion
Q3 2024

Oct 18, 2024
BUY
$47.29 - $52.55 $158,563 - $176,200
3,353 Added 4.6%
76,301 $4.01 Billion
Q2 2024

Jul 26, 2024
SELL
$45.19 - $49.99 $23,408 - $25,894
-518 Reduced 0.71%
72,948 $3.63 Billion
Q1 2024

Apr 12, 2024
BUY
$42.56 - $47.72 $19,279 - $21,617
453 Added 0.62%
73,466 $3.51 Billion
Q4 2023

Jan 12, 2024
SELL
$38.36 - $43.85 $232,883 - $266,213
-6,071 Reduced 7.68%
73,013 $3.16 Billion
Q3 2023

Oct 05, 2023
BUY
$39.77 - $42.63 $27,839 - $29,841
700 Added 0.89%
79,084 $3.16 Billion
Q2 2023

Jul 13, 2023
SELL
$37.59 - $41.3 $31,086 - $34,155
-827 Reduced 1.04%
78,384 $3.24 Billion
Q1 2023

Apr 21, 2023
BUY
$35.72 - $38.62 $7,072 - $7,646
198 Added 0.25%
79,211 $3.02 Billion
Q4 2022

Apr 21, 2023
BUY
$37.46 - $37.95 $2.96 Million - $3 Million
79,013 New
79,013 $2.96 Billion

Others Institutions Holding PTLC

# of Institutions
253
Shares Held
47.8M
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 Whitaker Myers Wealth Managers, Ltd. Portfolio

Follow Whitaker Myers Wealth Managers, Ltd. 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 Whitaker Myers Wealth Managers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Whitaker Myers Wealth Managers, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email