Purchases and Sales Made in Q3 2024 in Pacer Fds Tr Wealthshield ETF (PWS)
This table provides information about the institutional ownership of Pacer Fds Tr Wealthshield ETF (PWS) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
20.7KNew |
$593K - $679K
|
20.7K
$654K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
13.7K+ 96.6% |
$392K - $448K
|
27.8K
$879K
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
6.62KNew |
$190K - $217K
|
6.62K
$209K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
628+ 4.36% |
$18K - $20.6K
|
15K
$475K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
57+ 0.13% |
$1.63K - $1.87K
|
45K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44+ 0.63% |
$1.26K - $1.44K
|
7.01K
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15+ 0.16% |
$430 - $492
|
9.25K
$293K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-290- 7.74% |
$8.31K - $9.52K
|
3.46K
$109K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.2K- 99.1% |
$63K - $72.1K
|
20
$633
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.55K- 26.41% |
$73.1K - $83.7K
|
7.11K
$225K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.1K- 57.25% |
$548K - $627K
|
14.3K
$451K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-22.5K- 34.18% |
$646K - $739K
|
43.4K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.3K- 62.14% |
$725K - $830K
|
15.4K
$487K
|