PTM WEALTH MANAGEMENT, LLC
Q2 2025 13F Holdings
Location
North Wales, X1
Holdings as of
6/30/2025
Value ($000)
$151,101
Num holdings
49
Date filed
7/8/2025
Form type
13F-HR
Prev filing
5/7/2025
Next filing
SEC
View on sec.gov
Compare Q2 2025 to
2025 Q1
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type