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
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type