PACER FDS TR - WEALTHSHIELD (PWS)

CUSIP: 69374H840

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / WEALTHSHIELD
Total 13F shares
314,676
Share change
-187,091
Total reported value
$8,519,798
Price per share
$27.02
Number of holders
16
Value change
-$5,058,928
Number of buys
6
Number of sells
8

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 Q4 2023

As of 31 Dec 2023, PACER FDS TR - WEALTHSHIELD (PWS) was held by 16 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 314,676 shares. The largest 10 holders included ORG Partners LLC, ENVESTNET ASSET MANAGEMENT INC, Imprint Wealth LLC, ROYAL BANK OF CANADA, SUSQUEHANNA INTERNATIONAL GROUP, LLP, WealthShield Partners, LLC, NewEdge Advisors, LLC, OSAIC HOLDINGS, INC., Gallagher Fiduciary Advisors, LLC, and Sound Financial Strategies Group, LLC. This page lists 16 institutional shareholders reporting positions in this security for the Q4 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.