Wealthspire Advisors, LLC Pacer Fds Tr Benchmark Indl Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$34.09 - $39.38 $188,347 - $217,574	5,525 New	5,525 $203,000
Q4 2020 Feb 16, 2021	BUY	$33.47 - $37.25 $184,921 - $205,806	5,525 New	5,525 $203,000

Others Institutions Holding INDS

# of Institutions

67

Shares Held

2.99M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

323K
Shares

$11.3 Million
0.02% of portfolio
Alaska Permanent Capital Management

294K
Shares

$10.3 Million
1.01% of portfolio
Northwestern Mutual Wealth Management CO

240K
Shares

$8.44 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

203K
Shares

$7.13 Million
0.0% of portfolio
Morgan Stanley New York, NY

187K
Shares

$6.57 Million
0.0% of portfolio

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