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Pacer Fds Tr trendp 750 etf shares owned by Ofc Financial Planning

Quarter-by-quarter ownership of Pacer Fds Tr trendp 750 etf (PTLC) shares owned by Ofc Financial Planning from 13F filings

Historical chart of Ofc Financial Planning investment in Pacer Fds Tr trendp 750 etf

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.0014.1424M4.1424005M4.142401M4.1424015M4.142402M77.514k77.5145k77.515k77.5155k77.516k
Value ($)Share countHistorical PTLC position of Ofc Financial Planning Source: stockzoa.comValue ($)Share count

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All positions including Pacer Fds Tr trendp 750 etf held by Ofc Financial Planning 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 Ofc Financial Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.1M 78k 53.44

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Apple (AAPL)
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Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Ultra Short-term (ICSH)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
First Tr Exchange-traded Ft Vest S&p 500 (KNG)

View all positions for Ofc Financial Planning

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