Accurate Wealth Management, LLC Pacer Fds Tr Trendpilot Us Mid Transaction History

Accurate Wealth Management, LLC

$581 Million
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 11, 2023	BUY	$30.73 - $33.28 $1,628 - $1,763	53 New	53 $0

Others Institutions Holding PTMC

# of Institutions

85

Shares Held

8.44M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

1.29M
Shares

$44.1 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.03M
Shares

$35 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

1.01M
Shares

$34.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

541K
Shares

$18.5 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

390K
Shares

$13.3 Million
0.02% of portfolio

About PACER FDS TR TRENDPILOT US MID

Ticker PTMC
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