Core Wealth Advisors, Inc. - PACER FDS TR ownership

PACER FDS TR's ticker is SRVR and the CUSIP is 69374H741. A total of 129 filers reported holding PACER FDS TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Core Wealth Advisors, Inc. ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$8,415
-11.3%
3250.0%0.00%
-25.0%
Q2 2023$9,490
-1.5%
3250.0%0.00%0.0%
Q1 2023$9,637
+2.2%
3250.0%0.00%0.0%
Q4 2022$9,432
+4.8%
3250.0%0.00%
-20.0%
Q3 2022$9,000
-18.2%
3250.0%0.01%
-28.6%
Q2 2022$11,000
-15.4%
3250.0%0.01%0.0%
Q1 2022$13,000
-7.1%
3250.0%0.01%
-12.5%
Q4 2021$14,000
+7.7%
3250.0%0.01%
-11.1%
Q3 2021$13,0000.0%3250.0%0.01%0.0%
Q2 2021$13,000
+8.3%
3250.0%0.01%
-18.2%
Q1 2021$12,0000.0%3250.0%0.01%0.0%
Q4 2020$12,000
+9.1%
3250.0%0.01%
+10.0%
Q3 2020$11,000
-8.3%
3250.0%0.01%
-9.1%
Q2 2020$12,000
+20.0%
3250.0%0.01%
+37.5%
Q1 2020$10,000
-9.1%
3250.0%0.01%
+33.3%
Q4 2019$11,0003250.01%
Other shareholders
PACER FDS TR shareholders Q4 2020
NameSharesValueWeighting ↓
DHK Financial Advisors, Inc. 43,768$1,133,1441.01%
FOSTER & MOTLEY INC 404,316$10,4680.86%
TAP Consulting, LLC 119,297$3,088,6030.80%
New England Private Wealth Advisors LLC 89,910$2,365,3960.49%
Proquility Private Wealth Partners, LLC 37,362$967,3200.40%
Cornerstone Management, Inc. 53,054$1,373,5690.37%
Commonwealth Financial Services, LLC 37,865$980,3250.29%
CREATIVE FINANCIAL DESIGNS INC /ADV 65,923$1,706,7450.20%
Intrepid Financial Planning Group LLC 12,446$322,2270.17%
SILVERLAKE WEALTH MANAGEMENT LLC 9,569$247,7370.14%
View complete list of PACER FDS TR shareholders