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

Whitaker Myers Wealth Managers, Ltd.

$459 Billion
Q3 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 56,864 shares of PTLC stock, worth $3.14 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

56,864

Previous 65,314 12.94%

Holding current value

$3.14 Million

Previous $3.32 Billion 6.08%

% of portfolio

0.68%

Previous 0.84%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$50.7 - $54.86 $428,415 - $463,567	-8,450 Reduced 12.94%	56,864 $3.11 Billion
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

254

Shares Held

46M

Call Options Held

Put Options Held

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About PACER FDS TR TRENDPILOT US LAR

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