Org Partners LLC Pacer Fds Tr Wealthshield ETF Transaction History
Org Partners LLC
- $450 Million
- Q3 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 43,299 shares of PWS stock, worth $1.42 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
43,299
Previous 44,229
2.1%
Holding current value
$1.42 Million
Previous $1.34 Million
3.88%
% of portfolio
0.31%
Previous 0.34%
Shares
10 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 Wealth Partners, LLC Dallas, TX35.7KShares$1.17 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