Integrated Wealth Concepts LLC
Position in PTLC — Pacer Trendpilot US Large Cap ETF
CIK 1737109
WALTHAM, MA
All Filings in PTLC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PTLC | $1,845,752 | 35,184 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 PTLC | $2,060,517 | 37,073 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 PTLC | $2,022,122 | 36,927 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 PTLC | $936,268 | 18,445 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 PTLC | $304,069 | 5,910 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 PTLC | $640,905 | 11,993 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 PTLC | $629,076 | 11,971 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 PTLC | $519,792 | 10,446 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 PTLC | $497,051 | 10,416 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 PTLC | $458,142 | 10,588 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 PTLC | $396,722 | 9,928 | Shares | Sole | 2023-11-15 | |
| 2022-09-30 PTLC | $215,565 | 5,724 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 PTLC | $234,750 | 6,250 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 PTLC | $908,428 | 23,389 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 PTLC | $1,001,695 | 24,114 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 PTLC | $899,520 | 23,841 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||