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Pacer Fds Tr shares owned by Centric Wealth Management

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

Historical chart of Centric Wealth Management investment in Pacer Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr held by Centric 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 Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.1M 182k 44.40
2023-12-31 $8.0M 187k 42.93

More positions owned by Centric Wealth Management

United Parcel Service CL B (UPS)
Apple (AAPL)
Eli Lilly & Co. (LLY)
Wisdomtree Tr Futre Strat Fd (WTMF)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Microsoft Corporation (MSFT)
Marathon Petroleum Corp (MPC)
Globe Life
Visa Com Cl A (V)
Mastercard Incorporated Cl A (MA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Atkore Intl (ATKR)

View all positions for Centric Wealth Management

Top funds holding Pacer Fds Tr

Northwestern Mutual Wealth Management Company
Geneos Wealth Management
Enzi Wealth
Lunt Capital Management
Cambridge Investment Research Advisors
Ergawealth Advisors
LPL Financial
Advisor Group Holdings
Equitable Holdings
Wealth Enhancement Advisory Services
Atria Investments
Gallagher Fiduciary Advisors
Financial Designs Corp
Raymond James Financial Services Advisors
Kestra Advisory Services

View all funds holding Pacer Fds Tr