Whitaker Myers Wealth Managers, Ltd. Pacer Fds Tr Trendpilot Us Mid 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 Mid stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 39,016 shares of PTMC stock, worth $1.37 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

39,016

Previous 36,251 7.63%

Holding current value

$1.37 Million

Previous $1.26 Billion 10.5%

% of portfolio

0.3%

Previous 0.32%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$33.95 - $36.33 $93,871 - $100,452	2,765 Added 7.63%	39,016 $1.4 Billion
Q2 2025 Jul 07, 2025	BUY	$34.58 - $34.88 $18,880 - $19,044	546 Added 1.53%	36,251 $1.26 Billion
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

8.35M

Call Options Held

Put Options Held

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About PACER FDS TR TRENDPILOT US MID

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