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Pacer Fds Tr pacer us small shares owned by Willner & Heller

Quarter-by-quarter ownership of Pacer Fds Tr pacer us small (CALF) shares owned by Willner & Heller from 13F filings

Historical chart of Willner & Heller 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 Willner & Heller 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 Willner & Heller

Quarter filed Position value Share count Share price at filing
2024-12-31 $622k 14k 44.01
2024-09-30 $1.1M 24k 46.52
2024-06-30 $943k 22k 43.56
2024-03-31 $952k 19k 49.16
2023-12-31 $769k 16k 48.03

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View all positions for Willner & Heller

Top funds holding Pacer Fds Tr pacer us small

LPL Financial
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
UBS Group
Advisor Group Holdings
Royal Bank of Canada
Commonwealth Equity Services
Cambridge Investment Research Advisors
HHM Wealth Advisors
Jones Financial Companies, L.L
Mml Investors Services
Ameriprise Financial

View all funds holding Pacer Fds Tr pacer us small