PRIVATE TRUST CO NA - PACER FDS TR ownership

PACER FDS TR's ticker is PTLC and the CUSIP is 69374H105. A total of 173 filers reported holding PACER FDS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
PRIVATE TRUST CO NA ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$791,608
+7.6%
19,810
+11.2%
0.10%
+11.8%
Q2 2023$735,553
+7.6%
17,810
-0.8%
0.09%0.0%
Q1 2023$683,737
+110002.6%
17,960
+8.5%
0.09%
+1.1%
Q4 2022$621
-99.9%
16,560
+5.9%
0.09%
-4.2%
Q3 2022$589,000
+0.3%
15,6330.0%0.10%
+5.5%
Q2 2022$587,00015,6330.09%
Other shareholders
PACER FDS TR shareholders Q3 2023
NameSharesValueWeighting ↓
CFS Investment Advisory Services, LLC 74,378,833$1,915,0008.33%
Koss-Olinger Consulting, LLC 1,049,420$40,759,0006.56%
Financial Services Advisory Inc 66,978$2,601,0004.04%
MBL Wealth, LLC 266,569$10,354,0002.53%
Oder Investment Management, LLC 42,527$1,652,0001.88%
Meridian Wealth Advisors, LLC 205,929$7,998,0001.85%
Titus Wealth Management 98,625$3,831,0001.73%
ADE, LLC 45,809$1,779,0001.67%
55I, LLC 1,204,396$46,779,0001.11%
LEVEL FOUR ADVISORY SERVICES, LLC 347,165$13,484,0001.06%
View complete list of PACER FDS TR shareholders