Sound Financial Strategies Group, LLC
Position in PTLC — Pacer Trendpilot US Large Cap ETF
CIK 1800620
MADISON, MS
All Filings in PTLC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-03-31 PTLC | $38,748 | 812 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 PTLC | $33,361 | 771 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 PTLC | $834,484 | 20,883 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 PTLC | $956,673 | 23,164 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 PTLC | $902,715 | 23,712 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 PTLC | $913,893 | 24,377 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 PTLC | $947,676 | 25,164 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 PTLC | $953,911 | 25,397 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 PTLC | $611,691 | 15,749 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||