MY Wealth Management Inc. PTLC Holdings History
MY Wealth Management Inc.'s Pacer Trendpilot US Large Cap ETF Holding Summary
As of 2025-06-30, MY Wealth Management Inc. held 233,575.00 shares of Pacer Trendpilot US Large Cap ETF(PTLC), totaling $11.86 Mil. This investment constitutes 11.36% of their stock portfolio, and MY Wealth Management Inc. now holds 0.36% of the outstanding Pacer Trendpilot US Large Cap ETF(PTLC) stock.
The initial trade took place in 2024Q4. And since then MY Wealth Management Inc. has made 3 purchases of PTLC, at an average price of $52.67, for a total of 233,575.00 shares. Based on historical transaction data and PTLC's current price of $51.53, MY Wealth Management Inc.'s estimated gain on his PTLC holdings is $-265,445.76, reflecting a -2.16% gain to date.
MY Wealth Management Inc. PTLC ($51.53) Holding Chart
MY Wealth Management Inc. PTLC ($51.53) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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