Org Wealth Partners, LLC Pacer Fds Tr Wealthshield ETF Transaction History

Org Wealth Partners, LLC

$270 Million
Q4 2025

A detailed history of Org Wealth Partners, LLC transactions in Pacer Fds Tr Wealthshield ETF stock. As of the latest transaction made, Org Wealth Partners, LLC holds 35,201 shares of PWS stock, worth $1.15 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

35,201

Previous 35,667 1.31%

Holding current value

$1.15 Million

Previous $1.15 Million 0.44%

% of portfolio

0.43%

Previous 0.43%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	SELL	$31.85 - $33.68 $14,842 - $15,694	-466 Reduced 1.31%	35,201 $1.15 Million
Q3 2025 Oct 24, 2025	BUY	$30.14 - $32.18 $406,046 - $433,528	13,472 Added 60.7%	35,667 $1.15 Million
Q2 2025 Jul 16, 2025	BUY	$29.02 - $30.78 $46,780 - $49,617	1,612 Added 7.83%	22,195 $673,000
Q1 2025 Apr 21, 2025	BUY	$30.14 - $32.16 $23,539 - $25,116	781 Added 3.94%	20,583 $634,000
Q4 2024 Jan 10, 2025	SELL	$29.74 - $31.85 $26,260 - $28,123	-883 Reduced 4.27%	19,802 $602,000

Q3 2024 Oct 11, 2024	BUY	$28.67 - $32.82 $593,038 - $678,881	20,685 New	20,685 $654 Million

Others Institutions Holding PWS

# of Institutions

Shares Held

544K

Call Options Held

Put Options Held

View Full List

About PACER FDS TR WEALTHSHIELD ETF

Ticker PWS
Sector ETFs
Industry ETFs

More about PWS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Org Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Wealth Partners, LLC with notifications on news.

Account

Org Wealth Partners, LLC Pacer Fds Tr Wealthshield ETF Transaction History