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Pacer Fds Tr shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of Pacer Fds Tr (FLRT) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in Pacer Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr held by Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacer Fds Tr by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $322k 6.8k 47.69
2024-09-30 $321k 6.8k 47.49
2024-06-30 $422k 8.9k 47.55
2024-03-31 $1.3M 27k 47.56

More positions owned by Perigon Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Meta Platforms Cl A (META)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Occidental Petroleum Corporation (OXY)
Ishares Tr Core Total Usd (IUSB)

View all positions for Perigon Wealth Management

Top funds holding Pacer Fds Tr

Foundations Investment Advisors
LPL Financial
Campbell Capital Management
Raymond James Financial
Cetera Investment Advisers
Atria Wealth Solutions
Goss Wealth Management
Cambridge Investment Research Advisors
H D Vest Advisory Services
Client First Investment Management
Raymond James & Associates
Kestra Advisory Services
Stifel Financial
Mml Investors Services
Envestnet Asset Management

View all funds holding Pacer Fds Tr