Belpointe Asset Management LLC - PACER FDS TR ownership

PACER FDS TR's ticker is PTLC and the CUSIP is 69374H105. A total of 124 filers reported holding PACER FDS TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q1 2023$85,048
+9.5%
2,234
+7.9%
0.01%0.0%
Q4 2022$77,642
-95.3%
2,071
-96.1%
0.01%
-98.1%
Q3 2019$1,643,000
-0.5%
52,893
-2.0%
0.27%
-18.2%
Q2 2019$1,651,00053,9560.32%
Other shareholders
PACER FDS TR shareholders Q4 2019
NameSharesValueWeighting ↓
Financial Services Advisory Inc 127,687$4,809,00017.53%
CFS Investment Advisory Services, LLC 72,746,986$72,747,00016.73%
Vienna Asset Management LLC 58,380$2,199,0006.11%
Koss-Olinger Consulting, LLC 549,304$20,687,0003.52%
J2 Capital Management Inc 48,389$1,822,0003.46%
MBL Wealth, LLC 282,498$10,6392.30%
Meridian Wealth Advisors, LLC 205,929$7,755,0002.18%
ADE, LLC 47,937$1,805,0002.02%
Oder Investment Management, LLC 43,731$1,647,0001.93%
LEVEL FOUR ADVISORY SERVICES, LLC 393,207$14,808,0001.44%
View complete list of PACER FDS TR shareholders