Napa Wealth Management Pacer Fds Tr Wealthshield ETF Transaction History

Napa Wealth Management

  • $209 Billion
  • Q2 2025

A detailed history of Napa Wealth Management transactions in Pacer Fds Tr Wealthshield ETF stock. As of the latest transaction made, Napa Wealth Management holds 185,345 shares of PWS stock, worth $5.86 Million. This represents 2.69% of its overall portfolio holdings.

Number of Shares
185,345
Previous 16,697 1010.05%
Holding current value
$5.86 Million
Previous $515 Million 992.48%
% of portfolio
2.69%
Previous 0.29%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$29.02 - $30.78 $4.89 Million - $5.19 Million
168,648 Added 1010.05%
185,345 $5.62 Billion
Q1 2025

May 14, 2025
BUY
$30.14 - $32.16 $503,247 - $536,975
16,697 New
16,697 $515 Million

Others Institutions Holding PWS

# of Institutions
22
Shares Held
531K
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR WEALTHSHIELD ETF

PWS Quotes by TradingView
  • Ticker PWS
  • Sector ETFs
  • Industry ETFs
More about PWS
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