Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / WEALTHSHIELD
-
Total 13F shares
-
519,595
-
Share change
-
+44,206
-
Total reported value
-
$16,727,901
-
Price per share
-
$32.18
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Number of holders
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17
-
Value change
-
+$1,441,130
-
Number of buys
-
6
-
Number of sells
-
10
Institutional Holders of PACER FDS TR - WEALTHSHIELD (PWS) as of Q3 2025
As of 30 Sep 2025 PACER FDS TR - WEALTHSHIELD (PWS) had 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 519,595 shares of stock of the company.
Largest 10 holders included NAPA WEALTH MANAGEMENT, LPL Financial LLC, ORG Partners LLC, ORG Wealth Partners, LLC, Concurrent Investment Advisors, LLC, Atria Investments, Inc, ENVESTNET ASSET MANAGEMENT INC, Cetera Investment Advisers, SUSQUEHANNA INTERNATIONAL GROUP, LLP, and ROYAL BANK OF CANADA.
This table shows 17 institutional shareholders of the security as of 30 Sep 2025.
| 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.