Latest Institutional Purchases of Pacer Fds Tr Wealthshield ETF (PWS)
This list provides information on the latest institutional transactions involving Pacer Fds Tr Wealthshield ETF (PWS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
20.7KNew |
$593K - $679K
|
20.7K
$639K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
13.7K+ 96.6% |
$392K - $448K
|
27.8K
$859K
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
6.62KNew |
$190K - $217K
|
6.62K
$205K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
628+ 4.36% |
$18K - $20.6K
|
15K
$464K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
57+ 0.13% |
$1.63K - $1.87K
|
45K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44+ 0.63% |
$1.26K - $1.44K
|
7.01K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15+ 0.16% |
$430 - $492
|
9.25K
$286K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
30.4KNew |
$833K - $899K
|
30.4K
$940K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
113New |
$3.1K - $3.34K
|
113
$3.49K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
617+ 5.23% |
$16.3K - $18.3K
|
12.4K
$383K
|
|
| Q4 2023 | |||||||
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.08K+ 3.66% |
$27.6K - $29.5K
|
30.5K
$944K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9New |
$230 - $246
|
9
$278
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$26.1 - $28.5
|
1
$30.9
|
|
| Q1 2023 | |||||||
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
22New |
$586 - $640
|
22
$680
|
|
| Q4 2022 | |||||||
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
27.5K+ 270.24% |
$781K - $807K
|
37.6K
$1.16M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
12.5KNew |
$355K - $368K
|
12.5K
$386K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.11KNew |
$88.3K - $91.3K
|
3.11K
$96K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
160New |
$4.55K - $4.7K
|
160
$4.94K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12KNew |
$352K - $388K
|
12K
$372K
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
150New |
N/A
|
150
$4.64K
|
|