Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / WEALTHSHIELD
-
Total 13F shares
-
191,175
-
Share change
-
-38,137
-
Total reported value
-
$5,639,003
-
Price per share
-
$29.52
-
Number of holders
-
14
-
Value change
-
-$1,078,739
-
Number of buys
-
8
-
Number of sells
-
7
Institutional Holders of PACER FDS TR - WEALTHSHIELD (PWS) as of Q1 2024
As of 31 Mar 2024,
PACER FDS TR - WEALTHSHIELD (PWS) was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
191,175 shares.
The largest 10 holders included
SUSQUEHANNA INTERNATIONAL GROUP, LLP, ENVESTNET ASSET MANAGEMENT INC, Imprint Wealth LLC, WealthShield Partners, LLC, NewEdge Advisors, LLC, Sound Financial Strategies Group, LLC, Gallagher Fiduciary Advisors, LLC, Allworth Financial LP, Kestra Advisory Services, LLC, and Royal Bank of Canada.
This page lists
14
institutional shareholders reporting positions in this security
for the Q1 2024 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.