Raymond James Financial Services Advisors, Inc. Pacer Fds Tr Wealthshield ETF Transaction History

Raymond James Financial Services Advisors, Inc.

$73.5 Billion
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Nov 07, 2019	SELL	$22.02 - $23.08 $2.36 Million - $2.48 Million	-107,325 Closed	0 $0
Q2 2019 Aug 06, 2019	BUY	N/A	540 Added 0.51%	107,325 $2.6 Million
Q1 2019 May 06, 2019	BUY	N/A	106,785 New	106,785 $2.59 Million
Q4 2018 Feb 11, 2019	SELL	N/A	-694,482 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	190,519 Added 37.8%	694,482 $18.6 Million
Q2 2018 Jul 30, 2018	BUY	N/A	28,994 Added 6.1%	503,963 $13.3 Million
Q1 2018 Apr 16, 2018	BUY	N/A	474,969 New	474,969 $11.9 Million

Others Institutions Holding PWS

# of Institutions

Shares Held

311K

Call Options Held

Put Options Held

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

View Full List

About PACER FDS TR WEALTHSHIELD ETF

Ticker PWS
Sector ETFs
Industry ETFs

More about PWS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Raymond James Financial Services Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Raymond James Financial Services Advisors, Inc. with notifications on news.

Account