Integrated Wealth Concepts LLC - PACER FDS TR ownership

PACER FDS TR's ticker is PTLC and the CUSIP is 69374H105. A total of 142 filers reported holding PACER FDS TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$396,723
+83.7%
9,928
+73.4%
0.01%0.0%
Q3 2022$216,000
-8.1%
5,724
-8.4%
0.01%0.0%
Q2 2022$235,000
-74.1%
6,250
-73.3%
0.01%
-75.0%
Q1 2022$908,000
-9.4%
23,389
-3.0%
0.03%
-6.7%
Q4 2021$1,002,000
+11.3%
24,114
+1.1%
0.03%
+3.4%
Q3 2021$900,000
+283.0%
23,841
+238.9%
0.03%
+45.0%
Q4 2019$235,000
+7.3%
7,0340.0%0.02%
-20.0%
Q3 2019$219,0007,0340.02%
Other shareholders
PACER FDS TR shareholders Q1 2022
NameSharesValueWeighting ↓
CFS Investment Advisory Services, LLC 74,378,833$1,915,0008.33%
Koss-Olinger Consulting, LLC 1,049,420$40,759,0006.56%
Financial Services Advisory Inc 66,978$2,601,0004.04%
MBL Wealth, LLC 266,569$10,354,0002.53%
Oder Investment Management, LLC 42,527$1,652,0001.88%
Meridian Wealth Advisors, LLC 205,929$7,998,0001.85%
Titus Wealth Management 98,625$3,831,0001.73%
ADE, LLC 45,809$1,779,0001.67%
55I, LLC 1,204,396$46,779,0001.11%
LEVEL FOUR ADVISORY SERVICES, LLC 347,165$13,484,0001.06%
View complete list of PACER FDS TR shareholders