Western Wealth Management, LLC - PACER FDS TR ownership

Quarter-by-quarter ownership
Western Wealth Management, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$1,268,149
-26.0%
31,735
-23.5%
0.11%
-26.7%
Q2 2023$1,713,799
-0.1%
41,496
-7.9%
0.15%
-8.8%
Q1 2023$1,714,916
-0.1%
45,046
-1.7%
0.16%
-9.1%
Q4 2022$1,717,165
-38.5%
45,803
-38.2%
0.18%
+10.0%
Q3 2022$2,792,000
-3.0%
74,057
-3.3%
0.16%
-3.0%
Q2 2022$2,878,000
-14.4%
76,600
-11.5%
0.16%
+1.2%
Q1 2022$3,361,000
+138.9%
86,533
+155.8%
0.16%
+17.3%
Q4 2021$1,407,000
-9.6%
33,830
-18.1%
0.14%
-13.1%
Q2 2021$1,556,000
+6.2%
41,322
-2.0%
0.16%
-18.8%
Q1 2021$1,465,000
+7.3%
42,169
+1.1%
0.20%
-1.5%
Q4 2020$1,365,000
+8.5%
41,723
-2.1%
0.20%
-2.4%
Q3 2020$1,258,000
-13.7%
42,609
-20.5%
0.20%
-22.3%
Q2 2020$1,457,000
-3.7%
53,592
-4.2%
0.26%
-23.9%
Q1 2020$1,513,000
-14.3%
55,965
+6.1%
0.35%
+30.0%
Q4 2019$1,765,000
+4.1%
52,755
-3.4%
0.27%
-24.4%
Q3 2019$1,695,000
-1.8%
54,589
-3.3%
0.35%
+55.5%
Q2 2019$1,726,000
+4.2%
56,457
+0.2%
0.23%
-38.5%
Q1 2019$1,657,00056,3360.37%
Other shareholders
PACER FDS TR shareholders Q4 2023
NameSharesValueWeighting ↓
Financial Services Advisory Inc 129,056$4,847,00019.81%
CFS Investment Advisory Services, LLC 1,893,672$71,126,00010.88%
Vienna Asset Management LLC 67,336$2,529,0009.32%
Koss-Olinger Consulting, LLC 998,684$37,511,0006.84%
MBL Wealth, LLC 295,128$11,0852.76%
Meridian Wealth Advisors, LLC 205,929$7,735,0002.06%
Oder Investment Management, LLC 43,615$1,638,0002.01%
Titus Wealth Management 102,525$3,851,0001.93%
ADE, LLC 47,141$1,771,0001.88%
LEVEL FOUR ADVISORY SERVICES, LLC 372,040$13,974,0001.32%
View complete list of PACER FDS TR shareholders