PACER FDS TR - WEALTHSHIELD (PWS)

CUSIP: 69374H840

Q3 2023 13F Holders as of 30 Sep 2023

Type / Class
Equity / WEALTHSHIELD
Total 13F shares
501,767
Share change
-90,441
Total reported value
$13,220,705
Price per share
$26.35
Number of holders
15
Value change
-$2,391,251
Number of buys
2
Number of sells
15

Quarterly Holders Quick Answers

What is CUSIP 69374H840?
CUSIP 69374H840 identifies PWS - PACER FDS TR - WEALTHSHIELD in SEC institutional holdings data.

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Institutional Holders of PACER FDS TR - WEALTHSHIELD (PWS) as of Q3 2023

As of 30 Sep 2023, PACER FDS TR - WEALTHSHIELD (PWS) was held by 15 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 501,767 shares. The largest 10 holders included ENVESTNET ASSET MANAGEMENT INC, WealthShield Partners, LLC, ORG Partners LLC, Eudaimonia Partners, LLC, Sound Financial Strategies Group, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Imprint Wealth LLC, OSAIC HOLDINGS, INC., Gallagher Fiduciary Advisors, LLC, and GREAT VALLEY ADVISOR GROUP, INC.. This page lists 15 institutional shareholders reporting positions in this security for the Q3 2023 filing period.
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.