Purchases and Sales Made in Q4 2021 in Pacer Fds Tr Wealthshield ETF (PWS)
This table provides information about the institutional ownership of Pacer Fds Tr Wealthshield ETF (PWS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
371K+ 2934.99% |
$11.8M - $13M
|
384K
$12.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
167K+ 71.05% |
$5.29M - $5.82M
|
401K
$12.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.8K+ 2701.0% |
$343K - $378K
|
11.2K
$354K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.23K+ 31.54% |
$261K - $288K
|
34.3K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
7.75KNew |
$246K - $271K
|
7.75K
$245K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.61K+ 11.17% |
$115K - $126K
|
35.9K
$1.14M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
756+ 8.87% |
$24K - $26.4K
|
9.28K
$294K
|
|
|
Feb 03, 2022
Q4 2021
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
205+ 2.06% |
$6.5K - $7.17K
|
10.1K
$321K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
181New |
$5.74K - $6.33K
|
181
$5.73K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$31.7 - $35
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
SELL
|
- |
-51- 0.57% |
$1.62K - $1.78K
|
8.95K
$283K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-741Closed |
$23.5K - $25.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-2.67K- 98.27% |
$84.7K - $93.3K
|
47
$1.49K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.59K- 3.29% |
$209K - $230K
|
194K
$6.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.6KClosed |
$462K - $510K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-45.3KClosed |
$1.44M - $1.58M
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-65.5K- 41.94% |
$2.08M - $2.29M
|
90.7K
$2.87M
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
SELL
|
- |
-205K- 28.53% |
$6.51M - $7.18M
|
514K
$16.3M
|