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Pacer Fds Tr trendp 750 etf shares owned by Golden State Wealth Management

Quarter-by-quarter ownership of Pacer Fds Tr trendp 750 etf (PTLC) shares owned by Golden State Wealth Management from 13F filings

Historical chart of Golden State Wealth Management investment in Pacer Fds Tr trendp 750 etf

2019202020212022202320242025200k300k400k6000700080009000
Value ($)Share countHistorical PTLC position of Golden State Wealth … Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr trendp 750 etf held by Golden State Wealth Management 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 Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $395k 7.4k 53.45
2021-06-30 $213k 5.7k 37.52
2020-09-30 $167k 5.6k 29.58
2020-03-31 $150k 5.6k 26.93
2019-09-30 $186k 6.0k 31.05
2019-06-30 $276k 9.0k 30.50
2019-03-31 $266k 9.0k 29.40

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (AGG)
First Trust MF Closed and MF Open (FVD)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Hsbc Long MF Closed and MF Open (WINN)
Spdr Portfolio MF Closed and MF Open (SPAB)
Nvidia Corp Common Stock (NVDA)
SPDR S&P MF Closed and MF Open (SPY)
Principal Us MF Closed and MF Open (USMC)
First Trust MF Closed and MF Open (FTCS)
Alphabet Common Stock (GOOGL)
Blackstone Common Stock (BX)
Microsoft Corp Common Stock (MSFT)

View all positions for Golden State Wealth Management

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