PERSONAL CFO SOLUTIONS, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is CALF and the CUSIP is 69374H857. A total of 9 filers reported holding PACER FDS TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
PERSONAL CFO SOLUTIONS, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$403,671
+77.2%
9,680
+72.9%
0.08%
+73.9%
Q2 2023$227,8205,5980.05%
Other shareholders
PACER FDS TR shareholders Q4 2023
NameSharesValueWeighting ↓
SAGE PRIVATE WEALTH GROUP, LLC 419,930$13,648,00018.03%
Avondale Wealth Management 194,307$6,315,0006.89%
Coulter & Justus Financial Services, LLC 202,443$6,579,0005.12%
MONEYWISE, INC. 115,774$3,763,0003.07%
HHM Wealth Advisors, LLC 311,263$10,116,0002.66%
WEST MICHIGAN ADVISORS, LLC 90,991$2,958,0002.58%
HOWARD FINANCIAL SERVICES, LTD. 147,550$4,795,0001.55%
FINANCIAL MANAGEMENT NETWORK INC 79,549$2,777,0001.37%
RIVERSEDGE ADVISORS, LLC 97,406$3,166,0001.14%
Cornerstone Wealth Management, LLC 259,351$8,429,0000.94%
View complete list of PACER FDS TR shareholders