MONEYWISE, INC.'s ownership history for PTL

MONEYWISE, INC. currently holds 35.3K shares with a market value of $8.8M. It started holding PTL on 2024-09-30. At its peak, it held 54.0K shares on 2024-12-31. Its highest holding value was $11.5M on 2024-12-31. At its lowest, it held 31.9K shares on 2025-06-30, with a value of $7.3M on 2025-06-30. In the recent 180 days, MONEYWISE, INC. has increased its shares by 3.4K. In the recent year, MONEYWISE, INC. has decreased its shares by 18.7K.