Institutional Ownership Pacer Fds Tr Wealthshield ETF (PWS)
This table provides information about the institutional ownership of Pacer Fds Tr Wealthshield ETF (PWS). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 304,695 shares, which have been reported (via 13F filing form) to have a value of $9.77 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
45,020
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
42,520
shares
|
$1.36 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
30,534
shares
|
$979,225
0.22% of portfolio
|
Q4 2023
Added 3.66%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
30,420
shares
|
$975,569
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
27,801
shares
|
$891,578
0.12% of portfolio
|
Q3 2024
Added 96.6%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
19,802
shares
|
$635,050
0.43% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
15,411
shares
|
$494,230
0.0% of portfolio
|
Q3 2024
Reduced 62.14%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
15,019
shares
|
$481,659
0.01% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
14,267
shares
|
$457,542
0.0% of portfolio
|
Q3 2024
Reduced 57.25%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
12,504
shares
|
$401,003
0.08% of portfolio
|
Q3 2022
Reduced 34.99%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
12,504
shares
|
$401,003
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
9,253
shares
|
$296,743
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
7,110
shares
|
$228,017
0.0% of portfolio
|
Q3 2024
Reduced 26.41%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
7,010
shares
|
$224,810
0.0% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
6,623
shares
|
$212,399
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
5,307
shares
|
$170,195
0.0% of portfolio
|
Q4 2024
Reduced 47.87%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,456
shares
|
$110,833
0.0% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
113
shares
|
$3,623
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
20
shares
|
$641
0.0% of portfolio
|
Q3 2024
Reduced 99.1%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$32
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|