Wealthspire Advisors, LLC Pacer Fds Tr Benchmark Indl Transaction History

Wealthspire Advisors, LLC

$7.49 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$35.45 - $39.38 $195,861 - $217,574	5,525 New	5,525 $203,000
Q4 2020 Feb 16, 2021	BUY	N/A	5,525 New	5,525 $203,000

Others Institutions Holding INDS

# of Institutions

71

Shares Held

3.29M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

341K
Shares

$13 Million
0.02% of portfolio
Alaska Permanent Capital Management

310K
Shares

$11.8 Million
0.96% of portfolio
Bank Of America Corp Charlotte, NC

260K
Shares

$9.93 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

235K
Shares

$8.96 Million
0.01% of portfolio
Morgan Stanley New York, NY

196K
Shares

$7.48 Million
0.0% of portfolio

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