Napa Wealth Management Pacer Fds Tr Wealthshield ETF Transaction History

Napa Wealth Management

$178 Billion
Q1 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 16,697 shares of PWS stock, worth $520,612. This represents 0.29% of its overall portfolio holdings.

Number of Shares

16,697

Holding current value

$520,612

% of portfolio

0.29%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

Shares Held

320K

Call Options Held

Put Options Held

Org Partners LLC Roanoke, IN

44.2K
Shares

$1.38 Million
0.34% of portfolio
Royal Bank Of Canada Toronto, A6

35.1K
Shares

$1.09 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

34.2K
Shares

$1.07 Million
0.0% of portfolio
Imprint Wealth LLC Mount Pleasant, SC

30.5K
Shares

$952,050
0.22% of portfolio
Org Wealth Partners, LLC Dallas, TX

22.2K
Shares

$692,040
0.29% of portfolio

View Full List

About PACER FDS TR WEALTHSHIELD ETF

Ticker PWS
Sector ETFs
Industry ETFs

More about PWS

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Napa Wealth Management Pacer Fds Tr Wealthshield ETF Transaction History