GeoWealth Management, LLC - PACER FDS TR ownership

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$3,697
-45.5%
100,229
-43.6%
0.42%
-42.8%
Q2 2023$6,786
-52.6%
177,731
-57.0%
0.73%
-56.2%
Q1 2023$14,320
+25.4%
413,516
+27.3%
1.68%
+38.7%
Q4 2022$11,424
-99.9%
324,911
+34.6%
1.21%
+43.8%
Q3 2022$7,698,000241,3200.84%
Other shareholders
PACER FDS TR shareholders Q4 2023
NameSharesValueWeighting ↓
ENZI WEALTH 292,423$10,850,7685.76%
Alpha Financial Partners, LLC 131,058$4,836,0305.62%
Ergawealth Advisors, Inc. 219,293$8,091,9235.58%
Lunt Capital Management, Inc. 244,020$9,004,3404.75%
Clarus Group, Inc. 175,396$6,472,1124.70%
Financial Enhancement Group LLC 230,577$8,655,1791.66%
Geneos Wealth Management Inc. 373,196$13,770,9350.71%
WBI INVESTMENTS, LLC 58,626$2,163,2520.44%
GeoWealth Management, LLC 100,229$3,6970.42%
Chicago Wealth Management, Inc. 9,017$332,7270.26%
View complete list of PACER FDS TR shareholders