UFPG
PTIX

United Financial Planning Group’s Performance Technologies PTIX Stock Holding History

United Financial Planning Group’s Portfolio PTIX Stock Details PTIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12 Hold
17
– – ﹤0.01% 461
2025
Q4 		$22 Hold
17
– – ﹤0.01% 486
2025
Q3 		$58 Buy
+17
New +$58 ﹤0.01% 213

Other funds holding PTIX

DS
DRW Securities Chicago, Illinois $1.84B AUM 20.54% 1-Year Est. Return
FIA
FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return