Purchases and Sales Made in Q4 2022 in Pacer Fds Tr Wealthshield ETF (PWS)
This table provides information about the institutional ownership of Pacer Fds Tr Wealthshield ETF (PWS) during Q4 2022. 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 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.4KNew |
$1.21M - $1.25M
|
42.4K
$1.34M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
27.5K+ 270.24% |
$781K - $807K
|
37.6K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.9K+ 599.68% |
$481K - $498K
|
19.8K
$625K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
13.1K+ 14.16% |
$373K - $386K
|
106K
$3.34M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
12.5KNew |
$355K - $368K
|
12.5K
$396K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.11KNew |
$88.3K - $91.3K
|
3.11K
$98.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
160New |
$4.55K - $4.7K
|
160
$5.06K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
77+ 0.82% |
$2.19K - $2.26K
|
9.41K
$298K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$28.4 - $29.4
|
1
$31.6
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-300- 2.83% |
$8.53K - $8.82K
|
10.3K
$326K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-350- 2.95% |
$9.95K - $10.3K
|
11.5K
$365K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-399- 7.09% |
$11.3K - $11.7K
|
5.23K
$165K
|
|
|
Jan 30, 2023
Q4 2022
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-2.54K- 5.71% |
$72.2K - $74.7K
|
42K
$1.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.8K- 19.37% |
$165K - $170K
|
24.1K
$763K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-25K- 32.01% |
$711K - $735K
|
53.1K
$1.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-207K- 75.21% |
$5.9M - $6.1M
|
68.4K
$2.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-241K- 53.53% |
$6.85M - $7.08M
|
209K
$6.62M
|