AXXCESS WEALTH MANAGEMENT, LLC
Position in PTLC — Pacer Trendpilot US Large Cap ETF
CIK 1911056
CARLSBAD, CA
All Filings in PTLC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 PTLC | $497,830 | 8,957 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 PTLC | $523,177 | 9,554 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 PTLC | $1,048,549 | 20,657 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 PTLC | $1,590,370 | 30,911 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 PTLC | $1,640,233 | 30,693 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 PTLC | $1,643,448 | 31,274 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 PTLC | $1,372,032 | 27,573 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 PTLC | $1,366,414 | 28,634 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 PTLC | $1,335,485 | 30,864 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 PTLC | $1,257,701 | 31,474 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||