Lee Financial Co - PACER FDS TR ownership

PACER FDS TR's ticker is SRVR and the CUSIP is 69374H741. A total of 2 filers reported holding PACER FDS TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Lee Financial Co ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$10,356
-11.3%
4000.0%0.00%0.0%
Q2 2023$11,680
-1.5%
4000.0%0.00%0.0%
Q1 2023$11,860
+2.2%
4000.0%0.00%0.0%
Q4 2022$11,608
+5.5%
4000.0%0.00%0.0%
Q3 2022$11,000
-50.0%
400
-38.5%
0.00%
-50.0%
Q2 2022$22,000
-12.0%
6500.0%0.00%0.0%
Q1 2022$25,000
+127.3%
650
+160.0%
0.00%
+100.0%
Q4 2021$11,000
+10.0%
2500.0%0.00%0.0%
Q3 2021$10,0002500.00%
Other shareholders
PACER FDS TR shareholders Q4 2023
NameSharesValueWeighting ↓
DHK Financial Advisors, Inc. 43,768$1,133,1441.01%
FOSTER & MOTLEY INC 404,316$10,4680.86%
TAP Consulting, LLC 119,297$3,088,6030.80%
New England Private Wealth Advisors LLC 89,910$2,365,3960.49%
Proquility Private Wealth Partners, LLC 37,362$967,3200.40%
Cornerstone Management, Inc. 53,054$1,373,5690.37%
Commonwealth Financial Services, LLC 37,865$980,3250.29%
CREATIVE FINANCIAL DESIGNS INC /ADV 65,923$1,706,7450.20%
Intrepid Financial Planning Group LLC 12,446$322,2270.17%
SILVERLAKE WEALTH MANAGEMENT LLC 9,569$247,7370.14%
View complete list of PACER FDS TR shareholders