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Pacer Fds Tr bnchmrk infra shares owned by Endowment Wealth Management

Quarter-by-quarter ownership of Pacer Fds Tr bnchmrk infra (SRVR) shares owned by Endowment Wealth Management from 13F filings

Historical chart of Endowment Wealth Management investment in Pacer Fds Tr bnchmrk infra

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr bnchmrk infra held by Endowment Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacer Fds Tr bnchmrk infra by Endowment Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $200k 6.2k 32.14
2024-06-30 $202k 7.4k 27.34
2024-03-31 $229k 8.0k 28.65
2023-12-31 $299k 10k 29.81

More positions owned by Endowment Wealth Management

Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)
Vanguard Index Fds Total Stk Mkt (VTI)
New York Life Investments Et Nyli Hedge Multi (QAI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Palantir Technologies Cl A (PLTR)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
West Pharmaceutical Services (WST)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Msci Eurzone Etf (EZU)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)

View all positions for Endowment Wealth Management

Top funds holding Pacer Fds Tr bnchmrk infra

Bank of America Corporation
Northwestern Mutual Wealth Management Company
Morgan Stanley
Foster & Motley
LPL Financial
Franklin Resources
Royal Bank of Canada
TAP Consulting
Wells Fargo & Company
Cambridge Investment Research Advisors
Cetera Investment Advisers
Stifel Financial
Creative Financial Designs
Commonwealth Equity Services
Altfest L J & Co

View all funds holding Pacer Fds Tr bnchmrk infra