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Pacer Fds Tr trendp 750 etf shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Pacer Fds Tr trendp 750 etf (PTLC) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Pacer Fds Tr trendp 750 etf

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 20250.5M1M1.5M10k15k20k25k
Value ($)Share countHistorical PTLC position of Envestnet Portfolio Solutions Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr trendp 750 etf held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacer Fds Tr trendp 750 etf by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.5M 28k 53.44
2024-09-30 $1.3M 25k 52.55
2024-06-30 $808k 16k 49.76
2024-03-31 $543k 11k 47.72
2023-12-31 $391k 9.0k 43.27

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Trust For Professional Man Activepassive Eq (APIE)
Trust For Professional Man Activepassive Cr (APCB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr National Mun Etf (MUB)

View all positions for Envestnet Portfolio Solutions

Top funds holding Pacer Fds Tr trendp 750 etf

Bank of America Corporation
Morgan Stanley
LPL Financial
Wells Fargo & Company
Raymond James Financial
CFS Investment Advisory Services
Raymond James Financial Services Advisors
Commonwealth Equity Services
Ferguson Shapiro
Cetera Investment Advisers
UBS Group
Advisor Group Holdings
Envestnet Asset Management
Cambridge Investment Research Advisors
Raymond James & Associates

View all funds holding Pacer Fds Tr trendp 750 etf