Patriot Financial Group Insurance Agency, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is PWS and the CUSIP is 69374H840. A total of 20 filers reported holding PACER FDS TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q2 2022$5,0000.0%1500.0%0.00%0.0%
Q1 2022$5,0000.0%1500.0%0.00%0.0%
Q4 2021$5,0000.0%1500.0%0.00%0.0%
Q3 2021$5,0000.0%1500.0%0.00%0.0%
Q2 2021$5,0000.0%1500.0%0.00%0.0%
Q1 2021$5,000
+25.0%
1500.0%0.00%0.0%
Q4 2020$4,0000.0%1500.0%0.00%0.0%
Q3 2020$4,0000.0%1500.0%0.00%
-50.0%
Q2 2020$4,0000.0%1500.0%0.00%0.0%
Q1 2020$4,0000.0%1500.0%0.00%0.0%
Q4 2019$4,000
+33.3%
1500.0%0.00%
+100.0%
Q3 2019$3,000
-25.0%
1500.0%0.00%
-50.0%
Q2 2019$4,0000.0%1500.0%0.00%0.0%
Q1 2019$4,0000.0%1500.0%0.00%
-33.3%
Q4 2018$4,0000.0%1500.0%0.00%
+50.0%
Q3 2018$4,0000.0%1500.0%0.00%
-50.0%
Q2 2018$4,0000.0%1500.0%0.00%
+33.3%
Q1 2018$4,0001500.00%
Other shareholders
PACER FDS TR shareholders Q3 2021
NameSharesValueWeighting ↓
Sound Financial Strategies Group, LLC 37,784$995,5710.82%
Imprint Wealth LLC 29,456$776,1360.66%
ORG Partners LLC 68,744$1,811,3050.54%
WealthShield Partners, LLC 79,570$2,096,7370.32%
Eudaimonia Partners, LLC 42,806$1,127,8960.27%
Gallagher Fiduciary Advisors, LLC 11,813$311,2510.03%
GREAT VALLEY ADVISOR GROUP, INC. 10,527$277,3750.01%
ENVESTNET ASSET MANAGEMENT INC 151,105$3,981,4670.00%
Kestra Advisory Services, LLC 9,166$241,5150.00%
OSAIC HOLDINGS, INC. 14,903$392,6830.00%
View complete list of PACER FDS TR shareholders