Covenant Asset Management, LLC's ownership history for PTY

Covenant Asset Management, LLC currently holds 126.1K shares with a market value of $1.5M. It started holding PTY on 2024-09-30. At its peak, it held 126.1K shares on 2026-03-31. Its highest holding value was $1.7M on 2025-09-30. At its lowest, it held 100.7K shares on 2024-09-30, with a value of $1.4M on 2024-09-30. In the recent 180 days, Covenant Asset Management, LLC has increased its shares by 9.3K. In the recent year, Covenant Asset Management, LLC has increased its shares by 15.8K.