Optivise Advisory Services »

Pacer Fds Tr trendp 750 etf shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of Pacer Fds Tr trendp 750 etf (PTLC) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in Pacer Fds Tr trendp 750 etf

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr trendp 750 etf held by Optivise Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pacer Fds Tr trendp 750 etf by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.1M 39k 53.44
2024-09-30 $2.3M 44k 52.55
2024-06-30 $2.4M 47k 49.76

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Tidal Etf Tr Sofi Enhanced Yl (THTA)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Faln Angls Usd (FALN)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Short Treas Bd (SHV)

View all positions for Optivise Advisory Services

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