Walled Lake Planning & Wealth Management, LLC Ptc Inc. Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 10, 2022	SELL	$105.94 - $129.85 $317 - $389	-3 Closed	0 $0
Q4 2019 May 15, 2020	BUY	$62.71 - $77.09 $188 - $231	3 New	3 $0

Others Institutions Holding PTC

# of Institutions

652

Shares Held

118M

Call Options Held

137K

Put Options Held

93.7K

Black Rock Inc. New York, NY

14.1M
Shares

$2.61 Billion
0.06% of portfolio
T. Rowe Price Investment Management, Inc. Baltimore, MD

14.1M
Shares

$2.6 Billion
1.61% of portfolio
Vanguard Group Inc Valley Forge, PA

13.9M
Shares

$2.56 Billion
0.05% of portfolio
State Street Corp Boston, MA

4.94M
Shares

$915 Million
0.04% of portfolio
Pictet Asset Management Sa Geneva 73, V8

4.76M
Shares

$881 Million
0.81% of portfolio

View Full List

About PTC INC.

Ticker PTC
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 117,466,000
Market Cap $21.7B
Description
PTC Inc. operates as software and services company in the Americas, Europe, and the Asia Pacific. The company operates in two segments, Software Products and Professional Services. It offers ThingWorx platform, which offers a set of capabilities that enable enterprises to digitally transform every aspect of their business with innovative solutio...

More about PTC

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