Lionsbridge Wealth Management LLC - PACER FDS TR ownership

PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 197 filers reported holding PACER FDS TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Lionsbridge Wealth Management LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$2,888,047
+3.3%
58,427
+0.0%
2.74%
+9.6%
Q2 2023$2,795,704
+22.8%
58,402
+20.5%
2.50%
+18.9%
Q1 2023$2,275,760
-3.5%
48,472
-4.9%
2.10%
-8.6%
Q4 2022$2,358,565
+60.8%
50,996
+49.7%
2.30%
+35.6%
Q2 2022$1,467,000
+516.4%
34,064
+612.9%
1.70%
+514.5%
Q1 2022$238,0004,7780.28%
Other shareholders
PACER FDS TR shareholders Q1 2022
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