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Pacer Fds Tr pacer us small shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Pacer Fds Tr pacer us small (CALF) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in Pacer Fds Tr pacer us small

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr pacer us small held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacer Fds Tr pacer us small by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $687k 15k 46.52
2024-06-30 $1.9M 44k 43.56
2024-03-31 $897k 18k 49.16

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View all positions for Confluence Wealth Services

Top funds holding Pacer Fds Tr pacer us small

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Stifel Financial
Royal Bank of Canada
Raymond James & Associates
Advisor Group Holdings
Envestnet Asset Management
Commonwealth Equity Services
Harbour Investments
Cetera Investment Advisers
Cambridge Investment Research Advisors

View all funds holding Pacer Fds Tr pacer us small