Org Partners LLC Pacer Fds Tr Wealthshield ETF Transaction History
Org Partners LLC
- $474 Million
- Q4 2025
A detailed history of Org Partners LLC transactions in Pacer Fds Tr Wealthshield ETF stock. As of the latest transaction made, Org Partners LLC holds 42,978 shares of PWS stock, worth $1.41 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
42,978
Previous 43,299
0.74%
Holding current value
$1.41 Million
Previous $1.39 Million
1.01%
% of portfolio
0.3%
Previous 0.31%
Shares
11 transactions
Others Institutions Holding PWS
# of Institutions
21Shares Held
544KCall 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 Wealth Partners, LLC Dallas, TX35.2KShares$1.15 Million0.43% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL20.7KShares$676,9420.01% of portfolio
-
Atria Investments LLC Charlotte, NC16KShares$523,4760.01% of portfolio