Number of Shares
140,447.00
Current Holdings Value*
$5.18 Mil
% of Portfolio
3.5%
Total Estimate Gain
$491,864.21
% of Total Estimate Gain
6.29%

BlackDiamond Wealth Management, LLC's Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Holding Summary

As of 2025-03-31, BlackDiamond Wealth Management, LLC held 140,447.00 shares of Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF(QDPL), totaling $5.18 Mil. This investment constitutes 3.5% of their stock portfolio, and BlackDiamond Wealth Management, LLC now holds 0.59% of the outstanding Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF(QDPL) stock.

The initial trade took place in 2021Q4. And since then BlackDiamond Wealth Management, LLC has made 7 purchases of QDPL, at an average price of $34.88, for a total of 224,024.00 shares. In addition, there have been 6 sales at an average price of $31.49 for 83,577.00 shares. Based on historical transaction data and QDPL's current price of $40.40, BlackDiamond Wealth Management, LLC's estimated gain on his QDPL holdings is $491,864.21, reflecting a 6.29% gain to date.

BlackDiamond Wealth Management, LLC QDPL ($40.40) Holding Chart

BlackDiamond Wealth Management, LLC QDPL ($40.40) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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