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Pacer Fds Tr trendp 750 etf shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Pacer Fds Tr trendp 750 etf

2020202120222023202420250.2M0.4M0.6M0.8M1M5k10k15k20k25k
Value ($)Share countHistorical PTLC position of Integrated Wealth Concepts Source: stockzoa.comValue ($)Share count

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All positions including Pacer Fds Tr trendp 750 etf held by Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-12-31 $641k 12k 53.44
2024-09-30 $629k 12k 52.55
2024-06-30 $520k 10k 49.76
2024-03-31 $497k 10k 47.73
2023-09-30 $397k 9.9k 39.96
2022-09-30 $216k 5.7k 37.74
2022-06-30 $235k 6.3k 37.60
2022-03-31 $908k 23k 38.82
2021-12-31 $1.0M 24k 41.55
2021-09-30 $900k 24k 37.75
2019-12-31 $235k 7.0k 33.41
2019-09-30 $219k 7.0k 31.13