Purchases and Sales Made in Q3 2023 in Pacer Fds Tr Wealthshield ETF (PWS)
This table provides information about the institutional ownership of Pacer Fds Tr Wealthshield ETF (PWS) during Q3 2023. The information is specifically focused on institutions that hold shares of PACER FDS TR WEALTHSHIELD ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.98K+ 38.72% |
$260K - $285K
|
35.8K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2+ 0.02% |
$52.1 - $57.1
|
11.8K
$363K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$26.1 - $28.5
|
1
$30.7
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-88- 0.59% |
$2.29K - $2.51K
|
14.9K
$458K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-329- 3.46% |
$8.58K - $9.39K
|
9.17K
$282K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-948- 99.68% |
$24.7K - $27K
|
3
$92.2
|
|
|
Nov 06, 2023
Q3 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-3.92K- 9.41% |
$102K - $112K
|
37.8K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-5.38K- 15.44% |
$140K - $153K
|
29.5K
$905K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-7.76K- 15.35% |
$202K - $221K
|
42.8K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.8K- 62.99% |
$307K - $336K
|
6.93K
$213K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-14.4K- 15.36% |
$376K - $412K
|
79.6K
$2.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-21K- 12.18% |
$547K - $598K
|
151K
$4.64M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-26K- 27.42% |
$677K - $741K
|
68.7K
$2.11M
|