EWA
PTLE

EverSource Wealth Advisors’s PTL Ltd PTLE Stock Holding History

EverSource Wealth Advisors’s Portfolio PTLE Stock Details PTLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5
Closed -$114 – 4506
2025
Q2 		$114 Buy
+5
New +$400 ﹤0.01% 4116

Other funds holding PTLE

HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SCA
Sassicaia Capital Advisers Jericho, New York $88.8M AUM 146.47% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

EverSource Wealth Advisors's PTLE Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of PTL Ltd (PTLE) in Q3 2025, closing a stake of 5 shares — an estimated $114 sold.

EverSource Wealth Advisors first reported a position in PTLE in Q2 2025 and held it in 1 quarter. The position peaked at $114 in Q2 2025. 6 funds tracked by Wall St. Rank hold PTLE as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining PTL Ltd position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 5 PTL Ltd shares in Q3 2025, an estimated $114.
  • EverSource Wealth Advisors first reported a position in PTL Ltd in Q2 2025 and held it in 1 quarter.
  • EverSource Wealth Advisors's PTL Ltd position peaked at $114 in Q2 2025.
  • 6 funds tracked by Wall St. Rank held PTL Ltd as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.