Position history for Steward Partners Investment Advisory, LLC's holdings in PACER FDS TR
Steward Partners Investment Advisory, LLC holds 162,392 shares of PTLC (PACER FDS TR), worth $8.5M as of 2026-Q1. The position was increased (+0.8% shares). PTLC represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$8.5M
Current Shares
162,392
Total Value Change
-$2.5M
Total Shares Change
-58,433
Other major holders of PTLC: BANK OF AMERICA CORP /DE/, LPL Financial LLC
Increased |
| 162,392 |
+0.8% |
| $8.5M |
| 0.0% |
| $55.40 |
28 |
| 2025-Q4 | Decreased | 161,048 | -0.7% | $9M | 0.0% | $56.02 | 0 |
| 2025-Q3 | Decreased | 162,183 | -0.3% | $8.9M | 0.1% | $54.02 | 0 |
| 2025-Q2 | Increased | 162,752 | +8.5% | $8.3M | 0.1% | $49.94 | 30 |
| 2025-Q1 | Increased | 149,995 | +1.7% | $7.7M | 0.1% | $50.74 | 28 |
| 2024-Q4 | Decreased | 147,552 | -2.7% | $7.9M | 0.1% | $53.11 | 0 |
| 2024-Q3 | Decreased | 151,694 | -31.3% | $8M | 0.1% | $51.47 | 0 |
| 2024-Q2 | Increased | 220,825 | +1.8% | $11M | 0.1% | $48.92 | 34 |