Valmark Advisers, Inc. - 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
Valmark Advisers, Inc. ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$249,550
-39.0%
6,245
-37.0%
0.01%
-37.5%
Q2 2023$409,283
-18.4%
9,910
-24.8%
0.01%
-27.3%
Q1 2023$501,572
-28.6%
13,175
-29.7%
0.01%
-31.2%
Q4 2022$702,413
+147.3%
18,736
+148.5%
0.02%
+166.7%
Q3 2022$284,0007,5390.01%
Other shareholders
PACER FDS TR shareholders Q3 2023
NameSharesValueWeighting ↓
Aft, Forsyth & Sober, LLC 66,900$1,975,00015.32%
Garrett Wealth Advisory Group, LLC 495,333$14,627,00011.57%
Financial Services Advisory Inc 179,628$5,304,0003.82%
Meridian Wealth Advisors, LLC 245,860$7,260,0003.12%
Spectrum Asset Management, Inc. (NB/CA) 209,173$6,177,0002.59%
Titus Wealth Management 83,320$2,460,0001.76%
CEDAR CAPITAL, LLC 158,677$4,686,0001.55%
Lighthouse Financial Advisors, Inc. 121,909$3,599,0001.37%
LVW Advisors, LLC 148,118$4,374,0000.96%
American Institute for Advanced Investment Management, LLP 34,075$1,006,0000.90%
View complete list of PACER FDS TR shareholders