SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC - PACER FDS TR ownership

PACER FDS TR's ticker is PTBD and the CUSIP is 69374H642. A total of 124 filers reported holding PACER FDS TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q2 2022$350,000
-32.0%
16,300
-23.1%
0.14%
-19.0%
Q1 2022$515,000
-38.7%
21,200
-32.1%
0.17%
-38.7%
Q4 2021$840,000
-3.8%
31,200
-3.1%
0.28%
-11.0%
Q3 2021$873,000
-2.1%
32,2000.0%0.32%
-1.5%
Q2 2021$892,000
+17.2%
32,200
+15.4%
0.32%
+3.2%
Q1 2021$761,000
+6.3%
27,900
+7.3%
0.31%
-8.7%
Q4 2020$716,000
+5.6%
26,0000.0%0.34%
-10.4%
Q3 2020$678,00026,0000.38%
Other shareholders
PACER FDS TR shareholders Q3 2021
NameSharesValueWeighting ↓
Sound Financial Strategies Group, LLC 1,907,495$41,011,00032.15%
BIVIN & ASSOCIATES, INC. 208,948$4,492,0004.82%
360 Financial, Inc. 294,163$6,354,0003.83%
IronBridge Private Wealth, LLC 147,590$3,173,0002.38%
F3Logic, LLC 510,585$10,978,0001.92%
Stegent Equity Advisors, Inc. 67,551$1,453,0001.89%
Csenge Advisory Group 675,843$14,531,0001.22%
CREATIVE FINANCIAL DESIGNS INC /ADV 272,423$5,857,0000.96%
WealthShield Partners, LLC 219,162$4,712,0000.93%
Eudaimonia Partners, LLC 188,734$4,058,0000.74%
View complete list of PACER FDS TR shareholders