LAS
PTLC icon

LWM Advisory Services’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

LWM Advisory Services’s Portfolio PTLC Stock Details PTLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-100
Closed -$4K – 135
2023
Q3 		$4K Buy
+100
New +$4.14K ﹤0.01% 139

Other funds holding PTLC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LWM Advisory Services's PTLC Position: Q4 2023 in Review

LWM Advisory Services sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q4 2023, closing a stake of 100 shares — an estimated $4K sold.

LWM Advisory Services first reported a position in PTLC in Q3 2023 and held it in 1 quarter. The position peaked at $4K in Q3 2023. 190 funds tracked by Wall St. Rank hold PTLC as of Q4 2023.

  • LWM Advisory Services reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q4 2023 after selling out during the quarter.
  • LWM Advisory Services sold 100 Pacer Trendpilot US Large Cap ETF shares in Q4 2023, an estimated $4K.
  • LWM Advisory Services first reported a position in Pacer Trendpilot US Large Cap ETF in Q3 2023 and held it in 1 quarter.
  • LWM Advisory Services's Pacer Trendpilot US Large Cap ETF position peaked at $4K in Q3 2023.
  • 190 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.