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Pacer Fds Tr shares owned by Kiely Wealth Advisory Group

Quarter-by-quarter ownership of Pacer Fds Tr (PTMC) shares owned by Kiely Wealth Advisory Group from 13F filings

Historical chart of Kiely Wealth Advisory Group investment in Pacer Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr held by Kiely Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacer Fds Tr by Kiely Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $58k 1.5k 39.30
2024-06-30 $51k 1.5k 34.81
2024-03-31 $51k 1.5k 34.49
2023-12-31 $48k 1.5k 32.79

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View all positions for Kiely Wealth Advisory Group

Top funds holding Pacer Fds Tr

Bank of America Corporation
Wells Fargo & Company
Morgan Stanley
ODonnell Financial Services
LPL Financial
Cetera Investment Advisers
Pacer Advisors
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
WBI Investments
MBL Wealth
Rockefeller Capital Management
Level Four Advisory Services
H D Vest Advisory Services
Royal Bank of Canada

View all funds holding Pacer Fds Tr