PTM WEALTH MANAGEMENT, LLC
Q1 2025 13F Holdings
Location
North Wales, X1
Holdings as of
3/31/2025
Value ($000)
$95,073
Num holdings
39
Date filed
5/7/2025
Form type
13F-HR
Prev filing
Next filing
7/8/2025
SEC
View on sec.gov
Compare Q1 2025 to
2025 Q2
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type