LIBERTY WEALTH MANAGEMENT LLC - PACER FDS TR ownership

PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 503 filers reported holding PACER FDS TR in Q2 2023. The put-call ratio across all filers is 0.08 and the average weighting 1.1%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$632
-99.9%
12,786
+2.3%
0.16%
+6.1%
Q2 2023$598,464
-16.3%
12,502
-17.9%
0.15%0.0%
Q1 2023$714,834
+22.6%
15,225
+7.1%
0.15%
-4.5%
Q3 2022$583,000
-22.8%
14,216
-19.0%
0.16%
-49.3%
Q2 2022$755,00017,5430.31%
Other shareholders
PACER FDS TR shareholders Q2 2023
NameSharesValueWeighting ↓
Lee Financial Group Hawaii, Inc. 545,848$26,129,72823.88%
COLUMBIA ADVISORY PARTNERS LLC 266,796$12,771,52513.66%
CMC Financial Group 146,795$7,027,09113.36%
Provident Wealth Management, LLC 544,337$26,057,40712.83%
UNIQUE WEALTH, LLC 610,133$29,207,06912.76%
Presidio Capital Management, LLC 323,995$15,509,62312.42%
Requisite Capital Management, LLC 1,005,019$48,110,25812.23%
INSTRUMENTAL WEALTH, LLC 186,183$9,127,01610.97%
O'Brien Wealth Partners LLC 758,208$36,295,44110.68%
Clay Northam Wealth Management, LLC 189,362$9,064,7548.62%
View complete list of PACER FDS TR shareholders