Ifp Advisors, Inc Pacer Fds Tr Wealthshield ETF Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 06, 2021	SELL	$31.07 - $32.95 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$31.26 - $33.52 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$28.77 - $31.62 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$24.93 - $29.55 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$23.69 - $26.86 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	BUY	$22.4 - $24.33 $0 - $0	0 New	0 $0
Q1 2020 May 12, 2020	BUY	$21.3 - $25.08 $0 - $0	0 New	0 $0
Q4 2019 Jan 17, 2020	BUY	$22.35 - $24.11 $0 - $0	0 New	0 $0
Q3 2019 Nov 07, 2019	BUY	$22.02 - $23.08 $0 - $0	0 New	0 $0
Q1 2019 May 15, 2019	SELL	N/A	-3,465 Closed	0 $0
Q4 2018 Jan 23, 2019	SELL	N/A	-5,058 Reduced 59.35%	3,465 $0
Q3 2018 Oct 25, 2018	BUY	N/A	8,523 New	8,523 $0

Others Institutions Holding PWS

# of Institutions

21

Shares Held

311K

Call Options Held

0

Put Options Held

0

Susquehanna International Group, LLP Bala Cynwyd, PA

45K
Shares

$1.42 Million
0.0% of portfolio
Org Partners LLC Roanoke, IN

43.4K
Shares

$1.37 Million
0.23% of portfolio
Imprint Wealth LLC Mount Pleasant, SC

30.5K
Shares

$965,790
0.22% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

30.4K
Shares

$962,184
0.03% of portfolio
Wealth Shield Partners, LLC Cary, NC

27.8K
Shares

$879,345
0.12% of portfolio

About PACER FDS TR WEALTHSHIELD ETF

Ticker PWS
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