WFA of San Diego, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is CALF and the CUSIP is 69374H857. A total of 9 filers reported holding PACER FDS TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$57,463
+2.5%
1,3780.0%0.06%
+7.3%
Q2 2023$56,085
+87.7%
1,378
+65.8%
0.06%
+139.1%
Q4 2022$29,874
+646.8%
831
+684.0%
0.02%
+666.7%
Q2 2022$4,0001060.00%
Other shareholders
PACER FDS TR shareholders Q4 2023
NameSharesValueWeighting ↓
CMC Financial Group 276,676$11,537,38518.12%
Paragon Wealth Strategies, LLC 668,834$27,890,3708.32%
Coulter & Justus Financial Services, LLC 265,199$11,058,7988.04%
Avondale Wealth Management 211,517$8,820,2417.74%
MONEYWISE, INC. 287,022$11,968,8307.51%
Legacy CG, LLC 318,926$13,299,2276.18%
Artemis Wealth Advisors, LLC 728,693$30,388,3255.68%
CORA CAPITAL ADVISORS LLC 164,428$6,856,6484.60%
Pasadena Private Wealth, LLC 355,578$14,827,6034.44%
Smart Portfolios, LLC 58,607$2,443,9144.39%
View complete list of PACER FDS TR shareholders