FLAGSHIP HARBOR ADVISORS, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is PTLC and the CUSIP is 69374H105. A total of 131 filers reported holding PACER FDS TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q4 2022$2,667,010
+10568.0%
71,139
+8076.9%
0.27%
+9000.0%
Q3 2020$25,000
+4.2%
870
-4.2%
0.00%
-25.0%
Q2 2020$24,000
-4.0%
9080.0%0.00%
-20.0%
Q1 2020$25,000
-16.7%
9080.0%0.01%0.0%
Q4 2019$30,000
-46.4%
908
-49.8%
0.01%
-54.5%
Q3 2019$56,000
-26.3%
1,808
-27.9%
0.01%
-31.2%
Q2 2019$76,000
-76.2%
2,508
-77.0%
0.02%
-75.8%
Q1 2019$320,000
+1130.8%
10,908
+1101.3%
0.07%
+1000.0%
Q4 2018$26,000
-40.9%
908
-35.5%
0.01%
-25.0%
Q3 2018$44,000
+12.8%
1,408
+4.8%
0.01%0.0%
Q2 2018$39,0001,3430.01%
Other shareholders
PACER FDS TR shareholders Q4 2020
NameSharesValueWeighting ↓
Aft, Forsyth & Sober, LLC 66,900$1,975,00015.32%
Garrett Wealth Advisory Group, LLC 495,333$14,627,00011.57%
Financial Services Advisory Inc 179,628$5,304,0003.82%
Meridian Wealth Advisors, LLC 245,860$7,260,0003.12%
Spectrum Asset Management, Inc. (NB/CA) 209,173$6,177,0002.59%
Titus Wealth Management 83,320$2,460,0001.76%
CEDAR CAPITAL, LLC 158,677$4,686,0001.55%
Lighthouse Financial Advisors, Inc. 121,909$3,599,0001.37%
LVW Advisors, LLC 148,118$4,374,0000.96%
American Institute for Advanced Investment Management, LLP 34,075$1,006,0000.90%
View complete list of PACER FDS TR shareholders