Independent Wealth Network Inc.
Position in PTLC — Pacer Trendpilot US Large Cap ETF
CIK 1891240
URBANDALE, IA
All Filings in PTLC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 PTLC | $242,050 | 4,355 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 PTLC | $240,451 | 4,391 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 PTLC | $308,214 | 6,072 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 PTLC | $448,952 | 8,726 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 PTLC | $488,174 | 9,135 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 PTLC | $315,037 | 5,995 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 PTLC | $384,445 | 7,726 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 PTLC | $355,704 | 7,454 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 PTLC | $308,861 | 7,138 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 PTLC | $244,275 | 6,113 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 PTLC | $252,466 | 6,113 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 PTLC | $233,292 | 6,128 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 PTLC | $219,991 | 5,868 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||