Org Wealth Partners, LLC Pacer Fds Tr Wealthshield ETF Transaction History

Org Wealth Partners, LLC

$301 Billion
Q3 2024

A detailed history of Org Wealth Partners, LLC transactions in Pacer Fds Tr Wealthshield ETF stock. As of the latest transaction made, Org Wealth Partners, LLC holds 20,685 shares of PWS stock, worth $634,408. This represents 0.22% of its overall portfolio holdings.

Number of Shares

20,685

Holding current value

$634,408

% of portfolio

0.22%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 11, 2024	BUY	$28.67 - $32.82 $593,038 - $678,881	20,685 New	20,685 $654 Million

Others Institutions Holding PWS

# of Institutions

Shares Held

340K

Call Options Held

Put Options Held

Susquehanna International Group, LLP Bala Cynwyd, PA

45K
Shares

$1.38 Million
0.0% of portfolio
Org Partners LLC Roanoke, IN

43.4K
Shares

$1.33 Million
0.23% of portfolio
Royal Bank Of Canada Toronto, A6

40.7K
Shares

$1.25 Million
0.0% of portfolio
Envestnet Asset Management Inc

33.4K
Shares

$1.02 Million
0.0% of portfolio
Imprint Wealth LLC Mount Pleasant, SC

30.5K
Shares

$936,477
0.22% of portfolio

View Full List

About PACER FDS TR WEALTHSHIELD ETF

Ticker PWS
Sector ETFs
Industry ETFs

More about PWS

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Org Wealth Partners, LLC Pacer Fds Tr Wealthshield ETF Transaction History