Whitaker Myers Wealth Managers, Ltd. Pacer Fds Tr Trendpilot Us Lar Transaction History
Whitaker Myers Wealth Managers, Ltd.
- $237 Billion
- Q1 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 73,466 shares of PTLC stock, worth $3.77 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
73,466
Previous 73,013
0.62%
Holding current value
$3.77 Million
Previous $3.16 Billion
10.97%
% of portfolio
1.48%
Previous 1.57%
Shares
6 transactions
Others Institutions Holding PTLC
# of Institutions
200Shares Held
36.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC5.86MShares$301 Million0.03% of portfolio
-
Morgan Stanley New York, NY4.28MShares$220 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3MShares$154 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA2.32MShares$119 Million0.03% of portfolio
-
Cfs Investment Advisory Services, LLC Totowa, NJ1.9MShares$97.5 Million15.24% of portfolio