WFA of San Diego, LLC - PACER FDS TR ownership

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 Q4 2023
NameSharesValueWeighting ↓
Csenge Advisory Group 590,202$11,503,0360.78%
Clarus Group, Inc. 49,041$955,8110.69%
LaSalle St. Investment Advisors, LLC 67,106$1,3070.64%
Imprint Wealth LLC 31,637$616,6050.52%
CREATIVE FINANCIAL DESIGNS INC /ADV 184,296$3,591,9220.42%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 66,365$2,485,0930.34%
Intrepid Financial Planning Group LLC 29,806$580,9190.30%
Eudaimonia Partners, LLC 32,034$624,3430.15%
ORG Partners LLC 18,613$362,7720.11%
WealthShield Partners, LLC 35,099$684,1320.10%
View complete list of PACER FDS TR shareholders