Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / WEALTHSHIELD
-
Number of holders
-
16
-
Total 13F shares, excl. options
-
1,579,751
-
Shares change
-
-1,054,619
-
Total reported value, excl. options
-
$49,244,000
-
Value change
-
-$32,840,655
-
Number of buys
-
3
-
Number of sells
-
-10
-
Price
-
$31.16
Significant Holders of PACER FDS TR - WEALTHSHIELD (PWS) as of Q1 2021
17 filings reported holding PWS - PACER FDS TR - WEALTHSHIELD as of Q1 2021.
PACER FDS TR - WEALTHSHIELD (PWS) has 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,579,751 shares
.
Largest 10 shareholders include F3Logic, LLC (709,032 shares), ENVESTNET ASSET MANAGEMENT INC (205,966 shares), WealthShield Partners, LLC (180,663 shares), ATRIA INVESTMENTS LLC (172,545 shares), Eudaimonia Partners, LLC (137,783 shares), ADVISOR GROUP HOLDINGS, INC. (64,924 shares), LPL Financial LLC (23,796 shares), Veracity Capital LLC (21,055 shares), GOLDMAN SACHS GROUP INC (12,163 shares), and SUSQUEHANNA INTERNATIONAL GROUP, LLP (11,309 shares).
This table shows the top 16 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.