Focus Partners Wealth
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Focus Partners Wealth’s PTC PTC Stock Holding History

Focus Partners Wealth’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$210K Buy
+1,219
New +$210K ﹤0.01% 1833
2025
Q1 		– Sell
-1,236
Closed -$227K – 1971
2024
Q4 		$227K Buy
+1,236
New +$227K ﹤0.01% 1654