Belpointe Asset Management LLC Pacer Fds Tr Wealthshield ETF Transaction History

Belpointe Asset Management LLC

$1.51 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 08, 2023	BUY	$28.43 - $29.4 $88,303 - $91,316	3,106 New	3,106 $88,000

Others Institutions Holding PWS

# of Institutions

21

Shares Held

308K

Call Options Held

0

Put Options Held

0

Org Partners LLC Roanoke, IN

42.5K
Shares

$1.31 Million
0.19% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

42K
Shares

$1.29 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

35.5K
Shares

$1.09 Million
0.0% of portfolio
Imprint Wealth LLC Mount Pleasant, SC

30.5K
Shares

$940,141
0.22% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

30.4K
Shares

$936,631
0.02% of portfolio

About PACER FDS TR WEALTHSHIELD ETF

Ticker PWS
Sector ETFs
Industry ETFs

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