ProVise Management Group, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is PTLC and the CUSIP is 69374H105. A total of 106 filers reported holding PACER FDS TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q2 2020$3,345,000
-11.4%
123,014
-12.0%
0.48%
-24.2%
Q1 2020$3,776,000
-16.8%
139,810
+3.1%
0.63%
+13.4%
Q4 2019$4,536,000
+15.0%
135,553
+6.8%
0.56%
+6.7%
Q3 2019$3,945,000
+15.8%
126,963
+14.1%
0.52%
+14.7%
Q2 2019$3,406,000111,2880.46%
Other shareholders
PACER FDS TR shareholders Q3 2019
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