Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / WEALTHSHIELD
-
Total 13F shares
-
1,749,603
-
Share change
-
-146,903
-
Total reported value
-
$56,776,000
-
Price per share
-
$33.06
-
Number of holders
-
17
-
Value change
-
-$4,791,268
-
Number of buys
-
8
-
Number of sells
-
7
Institutional Holders of PACER FDS TR - WEALTHSHIELD (PWS) as of Q4 2021
As of 31 Dec 2021,
PACER FDS TR - WEALTHSHIELD (PWS) was held by
17 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,749,603 shares.
The largest 10 holders included
F3Logic, LLC, ENVESTNET ASSET MANAGEMENT INC, Castleview Partners, LLC, WealthShield Partners, LLC, ATRIA INVESTMENTS LLC, ADVISOR GROUP HOLDINGS, INC., LPL Financial LLC, BANK OF AMERICA CORP /DE/, ROYAL BANK OF CANADA, and Sound Financial Strategies Group, LLC.
This page lists
17
institutional shareholders reporting positions in this security
for the Q4 2021 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.