Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Pacer Trendpilot Us Bond Etf (PTBD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 59    2
Total shares held : 
5,914,383  
% of shares held : 
4.58%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -13  
Amount of shares held : 
315,891  
% of shares held change : 
  0.24%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 413,929
 7%
 
Increased Positions :
19
 487,872
 8.25%
 
Unchanged Positions :
5
 24,000
 0.41%
 
Decreased Positions :
30
-427,801
-7.23%
 
Closed Positions :
7
-158,109
-2.67%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   ODonnell Financial Services LLC 14 - 2024-03-31 249,744 $5,094,000 17,845
   Kestra Advisory Services LLC 539 - 2024-03-31 235,064 $4,794,000 3,701
   ATRIA INVESTMENTS LLC 356 - 2024-03-31 229,418 $4,679,000 22,557
   CREATIVE FINANCIAL DESIGNS INC /ADV 57 - 2024-03-31 196,453 $4,007,000 11,411
   MAGNOLIA CAPITAL ADVISORS LLC 7 - 2024-03-31 174,765 $3,474,000 2,750
   Goss Wealth Management LLC 519 - 2024-03-31 159,637 $3,256,000 19,729
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 807 - 2024-03-31 146,156 $2,981,000 421
   ENVESTNET ASSET MANAGEMENT INC 2437 - 2024-03-31 120,868 $2,465,000 5,726
   Cetera Investment Advisers 1744 - 2024-03-31 74,886 $1,527,000 74,886
   PFG Advisors 287 - 2024-03-31 49,002 $999,000 3,150
   MULTIFINANCIAL SECURITIES CORP 1211 - 2024-03-31 44,375 $905,000 721
   BB&T CORP 2365 - 2024-03-31 11,988 $244,000 549
   WealthBridge Capital Management LLC 172 - 2024-03-31 10,983 $224,000 228
   Gallagher Fiduciary Advisors LLC 182 - 2024-03-31 10,461 $213,000 5
   Steward Partners Investment Advisory LLC 1636 - 2024-03-31 6,264 $128,000 2,534
   UBS Group AG 4977 - 2024-03-31 5,669 $116,000 4,824
   Financial Perspectives Inc 228 - 2024-03-31 3,828 $78,000 56
   BANK OF MONTREAL /CAN/ 2973 - 2024-03-31 3,084 $63,000 13
   Coastal Investment Advisors Inc. 721 - 2024-03-31 365 $7,000 365
   FMR LLC 5503 - 2024-03-31 5 $0 4

  20 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results