Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / WEALTHSHIELD
-
Total 13F shares
-
255,762
-
Share change
-
-50,936
-
Total reported value
-
$8,083,722
-
Price per share
-
$31.60
-
Number of holders
-
17
-
Value change
-
-$1,608,733
-
Number of buys
-
6
-
Number of sells
-
6
Institutional Holders of PACER FDS TR - WEALTHSHIELD (PWS) as of Q3 2024
As of 30 Sep 2024,
PACER FDS TR - WEALTHSHIELD (PWS) was held by
17 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
255,762 shares.
The largest 10 holders included
SUSQUEHANNA INTERNATIONAL GROUP, LLP, ORG Partners LLC, Concurrent Investment Advisors, LLC, WealthShield Partners, LLC, ORG Wealth Partners, LLC, Royal Bank of Canada, Atria Investments, Inc, ENVESTNET ASSET MANAGEMENT INC, Allworth Financial LP, and Kestra Advisory Services, LLC.
This page lists
17
institutional shareholders reporting positions in this security
for the Q3 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.