Concurrent Investment Advisors, LLC Pacer Fds Tr Wealthshield ETF Transaction History

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Pacer Fds Tr Wealthshield ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 19,995 shares of PWS stock, worth $654,836. This represents 0.01% of its overall portfolio holdings.

Number of Shares
19,995
Previous 20,670 3.27%
Holding current value
$654,836
Previous $665 Million 2.83%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 29, 2026
SELL
$31.85 - $33.68 $21,498 - $22,734
-675 Reduced 3.27%
19,995 $646 Million
Q3 2025

Oct 27, 2025
SELL
$30.14 - $32.18 $18,325 - $19,565
-608 Reduced 2.86%
20,670 $665 Million
Q2 2025

Jul 25, 2025
SELL
$29.02 - $30.78 $242,317 - $257,013
-8,350 Reduced 28.18%
21,278 $645 Million
Q1 2025

Apr 29, 2025
SELL
$30.14 - $32.16 $23,870 - $25,470
-792 Reduced 2.6%
29,628 $913 Million
Q2 2024

Jul 30, 2024
BUY
$27.39 - $29.54 $833,203 - $898,606
30,420 New
30,420 $898 Million

Others Institutions Holding PWS

# of Institutions
21
Shares Held
543K
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 Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC 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 Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email