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Pacer Fds Tr trendpilot us bd shares owned by WFA of San Diego

Quarter-by-quarter ownership of Pacer Fds Tr trendpilot us bd (PTBD) shares owned by WFA of San Diego from 13F filings

Historical chart of WFA of San Diego investment in Pacer Fds Tr trendpilot us bd

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All positions including Pacer Fds Tr trendpilot us bd held by WFA of San Diego 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 WFA of San Diego

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3k 110 20.64
2023-09-30 $1.1k 57 19.49
2023-06-30 $247k 12k 19.99
2022-12-31 $89k 4.4k 20.11
2022-06-30 $254k 12k 21.46
2022-03-31 $407k 17k 24.30
2021-12-31 $942k 35k 26.94
2021-09-30 $1.1M 39k 27.13

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View all positions for WFA of San Diego

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