Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / WEALTHSHIELD
-
Number of holders
-
17
-
Total 13F shares, excl. options
-
1,749,603
-
Shares change
-
-146,903
-
Total reported value, excl. options
-
$56,776,000
-
Value change
-
-$4,791,261
-
Number of buys
-
8
-
Number of sells
-
-7
-
Price
-
$33.06
Significant Holders of PACER FDS TR - WEALTHSHIELD (PWS) as of Q4 2021
20 filings reported holding PWS - PACER FDS TR - WEALTHSHIELD as of Q4 2021.
PACER FDS TR - WEALTHSHIELD (PWS) has 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,749,603 shares
.
Largest 10 shareholders include F3Logic, LLC (514,200 shares), ENVESTNET ASSET MANAGEMENT INC (401,119 shares), Castleview Partners, LLC (383,592 shares), WealthShield Partners, LLC (193,520 shares), ATRIA INVESTMENTS LLC (90,667 shares), ADVISOR GROUP HOLDINGS, INC. (47,736 shares), LPL Financial LLC (35,924 shares), BANK OF AMERICA CORP /DE/ (34,308 shares), ROYAL BANK OF CANADA (11,204 shares), and Sound Financial Strategies Group, LLC (10,145 shares).
This table shows the top 17 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.