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

Whitaker Myers Wealth Managers, Ltd.

$357 Billion
Q1 2025

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 35,705 shares of PTMC stock, worth $1.24 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

35,705

Previous 36,349 1.77%

Holding current value

$1.24 Million

Previous $1.34 Billion 7.87%

% of portfolio

0.35%

Previous 0.39%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$34.5 - $38.9 $22,218 - $25,051	-644 Reduced 1.77%	35,705 $1.24 Billion
Q4 2024 Jan 15, 2025	SELL	$36.74 - $40.43 $31,229 - $34,365	-850 Reduced 2.29%	36,349 $1.34 Billion
Q3 2024 Oct 18, 2024	BUY	$34.06 - $37.17 $16,246 - $17,730	477 Added 1.3%	37,199 $1.38 Billion
Q2 2024 Jul 26, 2024	SELL	$33.44 - $36.04 $3,210 - $3,459	-96 Reduced 0.26%	36,722 $1.28 Billion
Q1 2024 Apr 12, 2024	SELL	$31.78 - $36.03 $15,000 - $17,006	-472 Reduced 1.27%	36,818 $1.33 Billion
Q4 2023 Jan 12, 2024	SELL	$30.5 - $33.81 $26,352 - $29,211	-864 Reduced 2.26%	37,290 $1.23 Billion
Q3 2023 Oct 05, 2023	SELL	$31.07 - $34.25 $23,302 - $25,687	-750 Reduced 1.93%	38,154 $1.2 Billion
Q2 2023 Jul 13, 2023	SELL	$31.22 - $32.94 $13,830 - $14,592	-443 Reduced 1.13%	38,904 $1.28 Billion
Q1 2023 Apr 21, 2023	BUY	$30.59 - $35.04 $8,932 - $10,231	292 Added 0.75%	39,347 $1.25 Billion
Q4 2022 Apr 21, 2023	BUY	$30.73 - $33.28 $1.2 Million - $1.3 Million	39,055 New	39,055 $1.22 Billion

Others Institutions Holding PTMC

# of Institutions

Shares Held

8.01M

Call Options Held

Put Options Held

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About PACER FDS TR TRENDPILOT US MID

Ticker PTMC
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Whitaker Myers Wealth Managers, Ltd. Pacer Fds Tr Trendpilot Us Mid Transaction History