Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / WEALTHSHIELD
-
Number of holders
-
18
-
Total 13F shares, excl. options
-
1,664,190
-
Shares change
-
+26,701
-
Total reported value, excl. options
-
$53,038,000
-
Value change
-
+$852,413
-
Number of buys
-
8
-
Number of sells
-
-8
-
Price
-
$31.87
Significant Holders of PACER FDS TR - WEALTHSHIELD (PWS) as of Q3 2021
18 filings reported holding PWS - PACER FDS TR - WEALTHSHIELD as of Q3 2021.
PACER FDS TR - WEALTHSHIELD (PWS) has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,664,190 shares
.
Largest 10 shareholders include F3Logic, LLC (719,435 shares), ENVESTNET ASSET MANAGEMENT INC (234,503 shares), WealthShield Partners, LLC (200,110 shares), Eudaimonia Partners, LLC (156,492 shares), ATRIA INVESTMENTS LLC (156,156 shares), ADVISOR GROUP HOLDINGS, INC. (47,148 shares), GOLDMAN SACHS GROUP INC (45,325 shares), LPL Financial LLC (32,315 shares), BANK OF AMERICA CORP /DE/ (26,081 shares), and SUSQUEHANNA INTERNATIONAL GROUP, LLP (14,574 shares).
This table shows the top 18 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.