Org Wealth Partners, LLC Pacer Fds Tr Wealthshield ETF Transaction History
Org Wealth Partners, LLC
- $221 Million
- Q1 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 20,583 shares of PWS stock, worth $633,338. This represents 0.29% of its overall portfolio holdings.
Number of Shares
20,583
Previous 19,802
3.94%
Holding current value
$633,338
Previous $602,000
5.32%
% of portfolio
0.29%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding PWS
# of Institutions
21Shares Held
310KCall Options Held
0Put Options Held
0-
Org Partners LLC Roanoke, IN44.4KShares$1.37 Million0.4% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA42KShares$1.29 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A635.5KShares$1.09 Million0.0% of portfolio
-
Imprint Wealth LLC Mount Pleasant, SC30.5KShares$939,5310.22% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL29.6KShares$911,6530.02% of portfolio