Vision Point Advisory Group, LLC Pacer Fds Tr Wealthshield ETF Transaction History

Vision Point Advisory Group, LLC

$275 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 14, 2019	SELL	N/A	-9,599 Closed	0 $0
Q1 2019 May 10, 2019	BUY	N/A	524 Added 5.77%	9,599 $233,000
Q4 2018 Feb 14, 2019	BUY	N/A	9,075 New	9,075 $219,000

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
Sector ETFs
Industry ETFs

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