Baystate Wealth Management LLC - PACER FDS TR ownership

PACER FDS TR's ticker is PTLC and the CUSIP is 69374H105. A total of 142 filers reported holding PACER FDS TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$97,818
-3.2%
2,4470.0%0.01%0.0%
Q2 2023$101,098
+8.5%
2,4470.0%0.01%0.0%
Q1 2023$93,192
+101195.7%
2,4470.0%0.01%0.0%
Q4 2022$92
-99.9%
2,447
+1.2%
0.01%
-11.1%
Q3 2022$91,0000.0%2,4170.0%0.01%0.0%
Q2 2022$91,000
-3.2%
2,4170.0%0.01%
+12.5%
Q1 2022$94,000
-6.0%
2,4170.0%0.01%
-11.1%
Q4 2021$100,000
+9.9%
2,417
+0.7%
0.01%0.0%
Q3 2021$91,0002,4000.01%
Other shareholders
PACER FDS TR shareholders Q1 2022
NameSharesValueWeighting ↓
American Planning Services, Inc. 459,870$18,376,40512.21%
CFS Investment Advisory Services, LLC 1,881,456$75,18311.98%
J2 Capital Management Inc 96,300$3,848,1484.86%
Koss-Olinger Consulting, LLC 593,311$23,709,0003.50%
Camarda Financial Advisors, LLC 134,718$5,383,3313.47%
MAGNOLIA CAPITAL ADVISORS LLC 173,654$6,742,9843.23%
Meridian Wealth Advisors, LLC 206,366$8,246,3702.06%
Whitaker-Myers Wealth Managers, LTD. 79,084$3,160,1851.96%
Financial Enhancement Group LLC 223,404$9,094,7671.75%
WBI INVESTMENTS, LLC 217,156$8,677,3991.75%
View complete list of PACER FDS TR shareholders