Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / WEALTHSHIELD
-
Total 13F shares
-
286,012
-
Share change
-
+125,258
-
Total reported value
-
$8,450,911
-
Price per share
-
$29.54
-
Number of holders
-
14
-
Value change
-
+$3,699,870
-
Number of buys
-
7
-
Number of sells
-
9
Institutional Holders of PACER FDS TR - WEALTHSHIELD (PWS) as of Q2 2024
As of 30 Jun 2024,
PACER FDS TR - WEALTHSHIELD (PWS) was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
286,012 shares.
The largest 10 holders included
ORG Partners LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Royal Bank of Canada, ENVESTNET ASSET MANAGEMENT INC, Concurrent Investment Advisors, LLC, Atria Investments, Inc, WealthShield Partners, LLC, Allworth Financial LP, NewEdge Advisors, LLC, and Kestra Advisory Services, LLC.
This page lists
14
institutional shareholders reporting positions in this security
for the Q2 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.