Q3 2022 13F Holders as of 30 Sep 2022
-
Type / Class
-
Equity / WEALTHSHIELD
-
Number of holders
-
17
-
Total 13F shares, excl. options
-
1,042,870
-
Shares change
-
+387,125
-
Total reported value, excl. options
-
$30,215,000
-
Value change
-
+$11,138,163
-
Number of buys
-
9
-
Number of sells
-
-11
-
Price
-
$28.97
Significant Holders of PACER FDS TR - WEALTHSHIELD (PWS) as of Q3 2022
21 filings reported holding PWS - PACER FDS TR - WEALTHSHIELD as of Q3 2022.
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 1,042,870 shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (450,148 shares), ADVISOR GROUP HOLDINGS, INC. (275,864 shares), WealthShield Partners, LLC (92,575 shares), Eudaimonia Partners, LLC (78,155 shares), Sound Financial Strategies Group, LLC (44,521 shares), BANK OF AMERICA CORP /DE/ (29,915 shares), F3Logic, LLC (12,504 shares), GREAT VALLEY ADVISOR GROUP, INC. (11,877 shares), Stratos Wealth Partners, LTD. (10,610 shares), and PFG Advisors (10,162 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.