Apcm Wealth Management For Individuals Pacer Fds Tr Benchmark Indl Transaction History

Apcm Wealth Management For Individuals

$694 Million
Q2 2025

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	SELL	$34.66 - $42.95 $5.76 Million - $7.13 Million	-166,080 Reduced 94.86%	9,006 $317,000
Q3 2024 Nov 04, 2024	SELL	$37.42 - $44.1 $131,493 - $154,967	-3,514 Reduced 1.97%	175,086 $7.58 Million
Q2 2024 Jul 22, 2024	BUY	$35.35 - $39.56 $14,847 - $16,615	420 Added 0.24%	178,600 $6.75 Million
Q1 2024 Apr 18, 2024	BUY	$38.48 - $42.06 $519,249 - $567,557	13,494 Added 8.19%	178,180 $7.08 Million
Q4 2023 Jan 16, 2024	BUY	$31.59 - $42.27 $234,998 - $314,446	7,439 Added 4.73%	164,686 $6.89 Million
Q3 2023 Oct 31, 2023	BUY	$34.75 - $40.9 $383,987 - $451,945	11,050 Added 7.56%	157,247 $5.52 Million
Q2 2023 Jul 28, 2023	BUY	$37.73 - $41.24 $5.52 Million - $6.03 Million	146,197 New	146,197 $5.72 Million
Q1 2022 Apr 11, 2022	SELL	$46.65 - $54.92 $372,780 - $438,865	-7,991 Closed	0 $0
Q4 2021 Jan 19, 2022	SELL	$44.35 - $56.04 $239,090 - $302,111	-5,391 Reduced 40.29%	7,991 $448,000
Q3 2021 Oct 21, 2021	SELL	$43.16 - $48.34 $521,372 - $583,947	-12,080 Reduced 47.44%	13,382 $587,000
Q2 2021 Jul 13, 2021	SELL	$39.62 - $44.78 $2.03 Million - $2.3 Million	-51,287 Reduced 66.82%	25,462 $1.1 Million
Q1 2021 Apr 13, 2021	BUY	$35.24 - $39.32 $71,819 - $80,134	2,038 Added 2.73%	76,749 $2.98 Million
Q4 2020 Jan 12, 2021	SELL	$33.47 - $37.25 $298,887 - $332,642	-8,930 Reduced 10.68%	74,711 $2.75 Million
Q3 2020 Oct 06, 2020	BUY	$31.78 - $35.78 $2.66 Million - $2.99 Million	83,641 New	83,641 $2.81 Million

Others Institutions Holding INDS

# of Institutions

69

Shares Held

2.34M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

365K
Shares

$13.7 Million
0.02% of portfolio
Atomi Financial Group, Inc. Irvine, CA

299K
Shares

$11.2 Million
0.42% of portfolio
Northwestern Mutual Wealth Management CO

177K
Shares

$6.64 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

164K
Shares

$6.14 Million
0.0% of portfolio
Morgan Stanley New York, NY

163K
Shares

$6.1 Million
0.0% of portfolio

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