EverSource Wealth Advisors, LLC
Position in PTLC — Pacer Trendpilot US Large Cap ETF
CIK 1710537
BIRMINGHAM, AL
All Filings in PTLC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PTLC | $550,095 | 10,486 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 PTLC | $586,424 | 10,551 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 PTLC | $577,772 | 10,551 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 PTLC | $535,568 | 10,551 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 PTLC | $542,848 | 10,551 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 PTLC | $123,927 | 2,319 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 PTLC | $117,817 | 2,242 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 PTLC | $111,561 | 2,242 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 PTLC | $106,988 | 2,242 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 PTLC | $96,448 | 2,229 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 PTLC | $9,150 | 229 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||