Wfa Of San Diego, LLC Pacer Fds Tr Wealthshield ETF Transaction History
Wfa Of San Diego, LLC
- $132 Million
- Q2 2025
A detailed history of Wfa Of San Diego, LLC transactions in Pacer Fds Tr Wealthshield ETF stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 113 shares of PWS stock, worth $3,700. This represents 0.0% of its overall portfolio holdings.
Number of Shares
113
Previous 113
-0.0%
Holding current value
$3,700
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding PWS
# of Institutions
22Shares Held
583KCall Options Held
0Put Options Held
0-
Napa Wealth Management Napa, CA294KShares$9.63 Million4.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC67.7KShares$2.22 Million0.0% of portfolio
-
Org Partners LLC Roanoke, IN43.3KShares$1.42 Million0.31% of portfolio
-
Org Wealth Partners, LLC Dallas, TX35.7KShares$1.17 Million0.43% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL20.7KShares$676,9420.01% of portfolio