Whitaker Myers Wealth Managers, Ltd. Pacer Fds Tr Trendpilot Us Mid Transaction History
Whitaker Myers Wealth Managers, Ltd.
- $301 Billion
- Q3 2024
A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Pacer Fds Tr Trendpilot Us Mid stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 37,199 shares of PTMC stock, worth $1.39 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
37,199
Previous 36,722
1.3%
Holding current value
$1.39 Million
Previous $1.28 Billion
8.07%
% of portfolio
0.46%
Previous 0.47%
Shares
8 transactions
Others Institutions Holding PTMC
# of Institutions
73Shares Held
7.23MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.02MShares$38.1 Million0.0% of portfolio
-
Morgan Stanley New York, NY785KShares$29.4 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA769KShares$28.8 Million0.01% of portfolio
-
O Donnell Financial Services, LLC515KShares$19.3 Million9.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC514KShares$19.2 Million0.01% of portfolio