Lionsbridge Wealth Management LLC - PACER FDS TR ownership

PACER FDS TR's ticker is COWZ and the CUSIP is 69374H881. A total of 559 filers reported holding PACER FDS TR in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 1.2%.

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 Q3 2023
NameSharesValueWeighting ↓
McAlister, Sweet & Associates, Inc. 212,703$11,058,42910.27%
Wiser Wealth Management, Inc 446,392$23,042,7538.40%
RVW Wealth, LLC 721,095$37,489,7174.12%
WealthPLAN Partners, LLC 426,371$22,167,0222.28%
CAMPBELL CAPITAL MANAGEMENT INC 92,425$4,8052.25%
Modus Advisors, LLC 104,828$5,450,0082.21%
WealthPlan Investment Management, LLC 125,478$6,523,5811.04%
High Net Worth Advisory Group LLC 33,772$1,755,8060.65%
CHANNEL WEALTH LLC 14,739$766,2810.36%
Lowe Wealth Advisors, LLC 7,955$413,5800.20%
View complete list of PACER FDS TR shareholders