Q1 2020 13F Holders as of 31 Mar 2020
-
Type / Class
-
Equity / WEALTHSHIELD
-
Number of holders
-
14
-
Total 13F shares, excl. options
-
2,758,059
-
Shares change
-
-593,176
-
Total reported value, excl. options
-
$65,030,000
-
Value change
-
-$14,043,863
-
Number of buys
-
4
-
Number of sells
-
-11
-
Price
-
$23.58
Significant Holders of PACER FDS TR - WEALTHSHIELD (PWS) as of Q1 2020
19 filings reported holding PWS - PACER FDS TR - WEALTHSHIELD as of Q1 2020.
PACER FDS TR - WEALTHSHIELD (PWS) has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,758,059 shares
.
Largest 10 shareholders include F3Logic, LLC (815,416 shares), ENVESTNET ASSET MANAGEMENT INC (696,500 shares), Veracity Capital LLC (590,516 shares), Sound Financial Strategies Group, LLC (229,058 shares), Emerald Investment Partners, LLC (208,381 shares), Eudaimonia Partners, LLC (114,844 shares), Advisor Group Holdings, Inc. (36,149 shares), Financial Advocates Investment Management (21,451 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (19,018 shares), and GOLDMAN SACHS GROUP INC (12,163 shares).
This table shows the top 14 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.