Allworth Financial LP Pacer Fds Tr Wealthshield ETF Transaction History
Allworth Financial LP
- $22 Billion
- Q3 2025
A detailed history of Allworth Financial LP transactions in Pacer Fds Tr Wealthshield ETF stock. As of the latest transaction made, Allworth Financial LP holds 2,898 shares of PWS stock, worth $94,909. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,898
Previous 2,898
-0.0%
Holding current value
$94,909
Previous $87,000
6.9%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding PWS
# of Institutions
21Shares Held
545KCall Options Held
0Put Options Held
0-
Napa Wealth Management Napa, CA294KShares$9.63 Million4.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC67.7KShares$2.22 Million0.0% of portfolio
-
Org Partners LLC Roanoke, IN43.3KShares$1.42 Million0.31% of portfolio
-
Org Wealth Partners, LLC Dallas, TX35.7KShares$1.17 Million0.43% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL20.7KShares$676,9420.01% of portfolio