Ever Source Wealth Advisors, LLC Pacer Fds Tr Trendpilot Us Mid Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Pacer Fds Tr Trendpilot Us Mid stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,028 shares of PTMC stock, worth $36,154. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,028
Previous 1,028 -0.0%
Holding current value
$36,154
Previous $35,000 2.86%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$34.5 - $38.9 $310 - $350
9 Added 0.88%
1,028 $35,000
Q1 2024

Jun 11, 2024
BUY
$31.78 - $36.03 $603 - $684
19 Added 1.9%
1,019 $36,000
Q4 2023

Feb 09, 2024
BUY
$30.5 - $33.81 $30,500 - $33,810
1,000 New
1,000 $32,000

Others Institutions Holding PTMC

# of Institutions
82
Shares Held
7.87M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR TRENDPILOT US MID

PTMC Quotes by TradingView
  • Ticker PTMC
  • Sector ETFs
  • Industry ETFs
More about PTMC
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email