Purchases and Sales Made in Q3 2021 in Pacer Fds Tr Wealthshield ETF (PWS)
This table provides information about the institutional ownership of Pacer Fds Tr Wealthshield ETF (PWS) during Q3 2021. The information is specifically focused on institutions that hold shares of PACER FDS TR WEALTHSHIELD ETF .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
45.3KNew |
$1.41M - $1.49M
|
45.3K
$1.38M
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
25.7K+ 3.7% |
$798K - $846K
|
719K
$22M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.2K+ 24.9% |
$162K - $171K
|
26.1K
$796K
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.81K+ 9.54% |
$87.4K - $92.7K
|
32.3K
$987K
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.77K+ 1.15% |
$55K - $58.3K
|
156K
$4.77M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.17K+ 15.89% |
$36.3K - $38.5K
|
8.53K
$260K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
585+ 27.45% |
$18.2K - $19.3K
|
2.72K
$82.9K
|
|
Nov 03, 2021
Q3 2021
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
95+ 0.96% |
$2.95K - $3.13K
|
9.94K
$303K
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$31.1 - $33
|
1
$30.5
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10- 2.44% |
$311 - $330
|
400
$12.2K
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
SELL
|
- |
-613- 6.38% |
$19K - $20.2K
|
9K
$275K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.14K- 60.59% |
$35.4K - $37.5K
|
741
$22.6K
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.66K- 1.05% |
$51.6K - $54.7K
|
156K
$4.78M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.8K- 28.48% |
$180K - $191K
|
14.6K
$445K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-8.32K- 3.99% |
$259K - $274K
|
200K
$6.11M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.2K- 4.18% |
$318K - $337K
|
235K
$7.16M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.6K- 24.86% |
$485K - $514K
|
47.1K
$1.44M
|