Institutional Ownership Pacer Fds Tr Wealthshield ETF (PWS)
This table provides information about the institutional ownership of Pacer Fds Tr Wealthshield ETF (PWS). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 307,654 shares, which have been reported (via 13F filing form) to have a value of $9.55 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
42,520
shares
|
$1.32 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
42,003
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
35,468
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Added 130.15%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
30,534
shares
|
$947,775
0.22% of portfolio
|
Q4 2023
Added 3.66%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
30,420
shares
|
$944,236
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
19,802
shares
|
$614,654
0.43% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
17,697
shares
|
$549,314
0.0% of portfolio
|
Q4 2024
Added 24.04%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
14,093
shares
|
$437,446
0.01% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
13,947
shares
|
$432,914
0.06% of portfolio
|
Q4 2024
Reduced 49.83%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
12,504
shares
|
$388,124
0.08% of portfolio
|
Q3 2022
Reduced 34.99%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
12,504
shares
|
$388,124
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
11,273
shares
|
$349,913
0.0% of portfolio
|
Q4 2024
Added 60.81%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
9,288
shares
|
$288,299
0.0% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
6,623
shares
|
$205,577
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
5,307
shares
|
$164,729
0.0% of portfolio
|
Q4 2024
Reduced 47.87%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,436
shares
|
$106,653
0.0% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
113
shares
|
$3,507
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
109
shares
|
$3,383
0.0% of portfolio
|
Q4 2024
Added 445.0%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
13
shares
|
$403
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|