GeoWealth Management, LLC - PACER FDS TR ownership

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$749
+5.2%
21,735
+14.6%
0.08%
+10.4%
Q2 2023$712
+123.2%
18,958
+125.4%
0.08%
+108.1%
Q1 2023$319
-2.7%
8,411
+3.7%
0.04%
+5.7%
Q4 2022$3288,1110.04%
Other shareholders
PACER FDS TR shareholders Q4 2023
NameSharesValueWeighting ↓
Lee Financial Group Hawaii, Inc. 368,155$13,820,55012.63%
Ergawealth Advisors, Inc. 200,125$7,512,6905.15%
Clarus Wealth Advisors 157,720$5,870,3383.57%
Lunt Capital Management, Inc. 167,026$6,270,1563.38%
Avondale Wealth Management 95,679$3,591,7783.02%
Soltis Investment Advisors LLC 367,666$13,802,1731.60%
Geneos Wealth Management Inc. 496,946$18,655,3420.98%
PFG Advisors 275,319$10,335,4800.79%
White Knight Strategic Wealth Advisors, LLC 17,350$651,3190.76%
Cornerstone Wealth Management, LLC 180,365$6,770,9110.60%
View complete list of PACER FDS TR shareholders