Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / WEALTHSHIELD
-
Total 13F shares
-
475,502
-
Share change
-
+209,761
-
Total reported value
-
$14,420,203
-
Price per share
-
$30.33
-
Number of holders
-
18
-
Value change
-
+$6,318,641
-
Number of buys
-
8
-
Number of sells
-
8
Institutional Holders of PACER FDS TR - WEALTHSHIELD (PWS) as of Q2 2025
As of 30 Jun 2025,
PACER FDS TR - WEALTHSHIELD (PWS) was held by
18 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
475,502 shares.
The largest 10 holders included
NAPA WEALTH MANAGEMENT, LPL Financial LLC, ORG Partners LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, ORG Wealth Partners, LLC, Concurrent Investment Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC, Atria Investments, Inc, WealthShield Partners, LLC, and Cetera Investment Advisers.
This page lists
18
institutional shareholders reporting positions in this security
for the Q2 2025 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.