Napa Wealth Management Pacer Fds Tr Wealthshield ETF Transaction History

Napa Wealth Management

  • $213 Billion
  • Q3 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 294,176 shares of PWS stock, worth $9.63 Million. This represents 4.44% of its overall portfolio holdings.

Number of Shares
294,176
Previous 185,345 58.72%
Holding current value
$9.63 Million
Previous $5.62 Billion 68.39%
% of portfolio
4.44%
Previous 2.69%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$30.14 - $32.18 $3.28 Million - $3.5 Million
108,831 Added 58.72%
294,176 $9.47 Billion
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
21
Shares Held
545K
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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