Integrated Wealth Concepts »

Pacer Fds Tr bnchmrk infra shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 bnchmrk infra by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $348k 11k 32.14
2024-06-30 $302k 11k 27.34
2024-03-31 $379k 13k 28.65

More positions owned by Integrated Wealth Concepts

Ishares Msci MF Closed and MF Open (QUAL)
Bny Mellon MF Closed and MF Open (BKLC)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Etf Aptus MF Closed and MF Open (ACIO)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Etf Ser MF Closed and MF Open (DRSK)
SPDR S&P MF Closed and MF Open (SPY)
Blackrock U S MF Closed and MF Open (DYNF)
Invesco Qqq MF Closed and MF Open (QQQ)
Goldman Sachs MF Closed and MF Open (GSEW)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)

View all positions for Integrated Wealth Concepts

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