WFA of San Diego, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is PTBD and the CUSIP is 69374H642. A total of 76 filers reported holding PACER FDS TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$1,111
-99.5%
57
-99.5%
0.00%
-99.6%
Q2 2023$246,597
+178.6%
12,336
+180.3%
0.24%
+255.9%
Q4 2022$88,504
-65.2%
4,401
-62.8%
0.07%
-68.8%
Q2 2022$254,000
-37.6%
11,836
-29.3%
0.22%
-29.7%
Q1 2022$407,000
-56.8%
16,747
-52.1%
0.31%
-43.4%
Q4 2021$942,000
-11.0%
34,969
-10.4%
0.55%
-26.0%
Q3 2021$1,059,00039,0350.74%
Other shareholders
PACER FDS TR shareholders Q3 2022
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