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Pacer Fds Tr trendpilot us bd shares owned by Perigon Wealth Management

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

Historical chart of Perigon Wealth Management investment in Pacer Fds Tr trendpilot us bd

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr trendpilot us bd 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 trendpilot us bd by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $856k 42k 20.63
2024-06-30 $804k 40k 20.10

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View all positions for Perigon Wealth Management

Top funds holding Pacer Fds Tr trendpilot us bd

LPL Financial
Pacer Advisors
Csenge Advisory Group
Inspire Advisors
Wells Fargo & Company
Atria Investments
ODonnell Financial Services
Raymond James Financial Services Advisors
Advisor Group Holdings
Kestra Advisory Services
Sanctuary Advisors
Creative Financial Designs
Goss Wealth Management
Wealth Enhancement Advisory Services
Morgan Stanley

View all funds holding Pacer Fds Tr trendpilot us bd