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

Org Wealth Partners, LLC

  • $233 Million
  • Q2 2025

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 22,195 shares of PWS stock, worth $692,040. This represents 0.29% of its overall portfolio holdings.

Number of Shares
22,195
Previous 20,583 7.83%
Holding current value
$692,040
Previous $634,000 6.15%
% of portfolio
0.29%
Previous 0.29%

Shares

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

Jul 16, 2025
BUY
$29.02 - $30.78 $46,780 - $49,617
1,612 Added 7.83%
22,195 $673,000
Q1 2025

Apr 21, 2025
BUY
$30.14 - $32.16 $23,539 - $25,116
781 Added 3.94%
20,583 $634,000
Q4 2024

Jan 10, 2025
SELL
$29.74 - $31.85 $26,260 - $28,123
-883 Reduced 4.27%
19,802 $602,000
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
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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