Creative Planning
Position in PTLC — Pacer Trendpilot US Large Cap ETF
CIK 1540235
OVERLAND PARK, KS
All Filings in PTLC
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PTLC | $8,531,937 | 162,637 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 PTLC | $9,055,204 | 162,922 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 PTLC | $8,512,277 | 155,447 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 PTLC | $8,137,944 | 160,322 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 PTLC | $7,678,037 | 149,233 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 PTLC | $8,190,748 | 153,270 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 PTLC | $7,993,958 | 152,121 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 PTLC | $7,496,891 | 150,661 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 PTLC | $7,200,089 | 150,882 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 PTLC | $6,825,842 | 157,750 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 PTLC | $7,093,938 | 177,526 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 PTLC | $7,466,337 | 180,783 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 PTLC | $6,922,458 | 181,835 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 PTLC | $6,890,736 | 183,802 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 PTLC | $7,712,316 | 204,788 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 PTLC | $8,798,392 | 234,249 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 PTLC | $10,233,097 | 263,468 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 PTLC | $12,903,736 | 310,634 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 PTLC | $12,448,560 | 329,938 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 PTLC | $28,143,186 | 748,489 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||