Wealthspire Advisors, LLC's ownership history for PTY

Wealthspire Advisors, LLC currently holds 76.5K shares with a market value of $986.4K. It started holding PTY on 2024-12-31. At its peak, it held 127.1K shares on 2025-06-30. Its highest holding value was $1.8M on 2025-06-30. At its lowest, it held 25.2K shares on 2024-12-31, with a value of $362.6K on 2024-12-31. In the recent 180 days, Wealthspire Advisors, LLC has decreased its shares by 50.6K. In the recent year, Wealthspire Advisors, LLC has increased its shares by 51.2K.