ProVise Management Group, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is SRVR and the CUSIP is 69374H741. A total of 140 filers reported holding PACER FDS TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q1 2022$1,164,000
-11.1%
29,828
-1.4%
0.11%
-7.6%
Q4 2021$1,310,000
+11.2%
30,259
-0.0%
0.12%
+1.7%
Q3 2021$1,178,000
-4.1%
30,263
-0.6%
0.12%
-6.4%
Q2 2021$1,228,000
+6.6%
30,443
-4.3%
0.12%
+0.8%
Q1 2021$1,152,000
+2.9%
31,824
+1.9%
0.12%
-3.9%
Q4 2020$1,120,000
-4.8%
31,245
-6.1%
0.13%
-17.8%
Q3 2020$1,176,000
-1.6%
33,284
-1.0%
0.16%
-8.7%
Q2 2020$1,195,000
+94.0%
33,620
+67.2%
0.17%
+67.0%
Q1 2020$616,000
+9.4%
20,113
+16.4%
0.10%
+49.3%
Q4 2019$563,00017,2780.07%
Other shareholders
PACER FDS TR shareholders Q3 2021
NameSharesValueWeighting ↓
Financial Guidance Group, Inc. 70,497$2,752,0001.89%
New England Private Wealth Advisors LLC 240,689$9,396,0001.72%
TAP Consulting, LLC 141,685$5,531,0001.45%
STEEL GROVE CAPITAL ADVISORS, LLC 223,038$8,707,0001.37%
Paradigm, Strategies in Wealth Management, LLC 29,454$1,150,0001.20%
Black Swift Group, LLC 66,200$2,584,0001.02%
Advisory Resource Group 80,803$3,155,0000.98%
FOSTER & MOTLEY INC 314,163$12,265,0000.96%
NOTTINGHAM ADVISORS, INC. 193,610$7,565,0000.90%
WT Wealth Management 55,553$2,169,0000.83%
View complete list of PACER FDS TR shareholders