Legacy Trust - PACER FDS TR ownership

PACER FDS TR's ticker is PTLC and the CUSIP is 69374H105. A total of 168 filers reported holding PACER FDS TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Legacy Trust ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$305,814
-3.2%
7,6530.0%0.09%
+2.3%
Q2 2023$316,069
+8.5%
7,6530.0%0.09%0.0%
Q1 2023$291,350
+1.5%
7,6530.0%0.09%
-2.2%
Q4 2022$286,9117,6530.09%
Other shareholders
PACER FDS TR shareholders Q2 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