CWM, LLC - 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
CWM, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$61
-47.4%
1,526
-45.7%
0.00%
-100.0%
Q2 2023$116
+3.6%
2,812
-4.4%
0.00%0.0%
Q1 2023$112
+115.4%
2,940
+113.7%
0.00%
Q4 2022$52
-99.9%
1,376
-6.8%
0.00%
Q3 2022$56,000
+60.0%
1,476
+59.4%
0.00%
Q2 2022$35,000
-2.8%
9260.0%0.00%
Q1 2022$36,000
-23.4%
926
-17.5%
0.00%
Q4 2021$47,000
+20.5%
1,123
+8.3%
0.00%
Q2 2021$39,0000.0%1,0370.0%0.00%
Q1 2021$39,0000.0%1,0370.0%0.00%
Q4 2020$39,0000.0%1,0370.0%0.00%
Q3 2020$39,0000.0%1,0370.0%0.00%
Q2 2020$39,0000.0%1,0370.0%0.00%
Q1 2020$39,0000.0%1,0370.0%0.00%
Q4 2019$39,0000.0%1,0370.0%0.00%
Q3 2019$39,0000.0%1,0370.0%0.00%
Q2 2019$39,0000.0%1,0370.0%0.00%
Q1 2019$39,0001,0370.00%
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