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Ptc shares owned by Dynasty Wealth Management

Quarter-by-quarter ownership of Ptc (PTC) shares owned by Dynasty Wealth Management from 13F filings

Historical chart of Dynasty Wealth Management investment in Ptc

Tip: Access up to 7 years of quarterly data

All positions including Ptc held by Dynasty Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ptc by Dynasty Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $227k 1.3k 172.35
2025-03-31 $236k 1.5k 154.95
2024-12-31 $265k 1.4k 183.87

More positions owned by Dynasty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Tcw Etf Trust Transform System (PWRD)
Ishares Tr Core Msci Eafe (IEFA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Hdg Msci Eafe (HEFA)

View all positions for Dynasty Wealth Management

Top funds holding Ptc

T. Rowe Price Investment Management
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State Street Corporation
Geode Capital Management
Henderson Group
Pictet Asset Management Holding SA
Wellington Management Company
Eagle Capital Management
Lombard Odier Asset Management
40 North Industries
Lazard Asset Management
Northern Trust
Invesco
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View all funds holding Ptc