Allworth Financial LP Pacer Fds Tr Wealthshield ETF Transaction History

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024

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 5,307 shares of PWS stock, worth $162,447. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,307
Previous 10,180 47.87%
Holding current value
$162,447
Previous $321,000 49.84%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$29.74 - $31.85 $144,923 - $155,205
-4,873 Reduced 47.87%
5,307 $161,000
Q2 2024

Jul 23, 2024
SELL
$27.39 - $29.54 $13,695 - $14,770
-500 Reduced 4.68%
10,180 $300,000
Q1 2024

Apr 25, 2024
BUY
$26.41 - $29.66 $282,058 - $316,768
10,680 New
10,680 $315,000

Others Institutions Holding PWS

# of Institutions
21
Shares Held
308K
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR WEALTHSHIELD ETF

PWS Quotes by TradingView
  • Ticker PWS
  • Sector ETFs
  • Industry ETFs
More about PWS
Track This Portfolio

Track Allworth Financial LP Portfolio

Follow Allworth Financial LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email