B. Riley Wealth Advisors, Inc.
Position in PTLC — Pacer Trendpilot US Large Cap ETF
CIK 1464811
MEMPHIS, TN
All Filings in PTLC
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-12-31 PTLC | $1,077,136 | 20,156 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 PTLC | $1,906,986 | 36,289 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 PTLC | $2,018,116 | 40,557 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 PTLC | $2,396,927 | 50,229 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 PTLC | $1,440,198 | 33,284 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 PTLC | $2,007,150 | 50,229 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 PTLC | $2,378,219 | 57,584 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 PTLC | $2,041,960 | 53,637 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 PTLC | $2,592,920 | 69,163 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 PTLC | $2,632,396 | 69,899 | Shares | Other | 2022-11-22 | |
| 2022-06-30 PTLC | $1,639,418 | 43,648 | Shares | Other | 2022-08-12 | |
| 2022-03-31 PTLC | $1,080,645 | 27,823 | Shares | Other | 2022-05-02 | |
| 2021-12-31 PTLC | $1,139,691 | 27,436 | Shares | Other | 2022-01-28 | |
| 2021-09-30 PTLC | $1,003,165 | 26,588 | Shares | Other | 2021-11-16 | |
| 2021-06-30 PTLC | $866,529 | 23,046 | Shares | Other | 2021-08-10 | |
| 2021-03-31 PTLC | $1,297,122 | 37,338 | Shares | Other | 2021-05-13 | |
| 2020-12-31 PTLC | $1,520,269 | 46,463 | Shares | Other | 2021-02-04 | |
| 2020-09-30 PTLC | $1,463,654 | 49,565 | Shares | Other | 2020-11-09 | |
| 2020-06-30 PTLC | $1,319,258 | 48,520 | Shares | Other | 2020-07-31 | |
| 2020-03-31 PTLC | $1,592,455 | 58,958 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||