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Pacer Fds Tr pacer us small shares owned by Kellett Schaffner Wealth Advisors

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

Historical chart of Kellett Schaffner Wealth Advisors 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 Kellett Schaffner Wealth Advisors 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 Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $400k 8.1k 49.16
2023-12-31 $232k 4.8k 48.03

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View all positions for Kellett Schaffner Wealth Advisors

Top funds holding Pacer Fds Tr pacer us small

Bank of America Corporation
Wells Fargo & Company
Raymond James Financial Services Advisors
UBS Group
Raymond James & Associates
Stifel Financial
Royal Bank of Canada
Cambridge Investment Research Advisors
Harbour Investments
Advisor Group Holdings
Syntegra Private Wealth Group
Benjamin F. Edwards & Company
Commonwealth Equity Services
Global Assets Advisory
Amplius Wealth Advisors

View all funds holding Pacer Fds Tr pacer us small