Allworth Financial LP - PACER FDS TR ownership

PACER FDS TR's ticker is PTLC and the CUSIP is 69374H105. A total of 192 filers reported holding PACER FDS TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Allworth Financial LP ownership history of PACER FDS TR
ValueSharesWeighting
Q2 2024$469,879
+102.5%
9,362
+92.6%
0.00%
+50.0%
Q1 2024$232,015
+479.7%
4,862
+425.6%
0.00%
Q4 2023$40,025
+8.3%
9250.0%0.00%
Q3 2023$36,963
-3.2%
9250.0%0.00%
Q2 2023$38,203
+8.5%
9250.0%0.00%
Q1 2023$35,215
+291.3%
925
+270.0%
0.00%
Q3 2022$9,0002500.00%
Other shareholders
PACER FDS TR shareholders Q1 2024
NameSharesValueWeighting ↓
CFS Investment Advisory Services, LLC 1,870,634$70,13015.91%
J2 Capital Management Inc 49,088$1,840,3093.16%
Koss-Olinger Consulting, LLC 562,599$21,092,0003.03%
Whitaker-Myers Wealth Managers, LTD. 79,013$2,962,2062.84%
Financial Services Advisory Inc 113,618$4,259,5392.75%
MBL Wealth, LLC 288,252$10,8072.07%
Oder Investment Management, LLC 43,796$1,641,9192.04%
Meridian Wealth Advisors, LLC 206,456$7,740,0212.00%
Financial Enhancement Group LLC 194,546$7,398,5841.42%
V Wealth Advisors LLC 153,595$5,758,2561.19%
View complete list of PACER FDS TR shareholders