Founders Financial Alliance, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is PTLC and the CUSIP is 69374H105. A total of 152 filers reported holding PACER FDS TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Founders Financial Alliance, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$37,483
-3.2%
9380.0%0.02%
+6.7%
Q2 2023$38,740
+8.5%
9380.0%0.02%
-16.7%
Q1 2023$35,710
+1.5%
9380.0%0.02%
+12.5%
Q4 2022$35,166
+0.5%
938
+1.3%
0.02%
-11.1%
Q3 2022$35,0000.0%9260.0%0.02%0.0%
Q2 2022$35,000
+29.6%
926
+1.8%
0.02%
+12.5%
Q3 2020$27,0009100.02%
Other shareholders
PACER FDS TR shareholders Q4 2022
NameSharesValueWeighting ↓
Shamrock Asset Management LLC 619,507$18,201,00014.41%
Financial Services Advisory Inc 472,784$13,890,00011.97%
Meridian Wealth Advisors, LLC 200,307$5,885,0004.29%
WealthShield Partners, LLC 224,397$6,593,0003.69%
V Wealth Advisors LLC 300,035$9,117,0003.68%
F3Logic, LLC 305,982$8,982,0001.95%
Good Life Advisors, LLC 221,793$6,516,0001.94%
Sullivan, Bruyette, Speros & Blaney, LLC 772,034$22,682,0001.38%
Titus Wealth Management 49,865$1,465,0001.29%
Steward Partners Investment Advisory, LLC 771,345$22,662,0000.96%
View complete list of PACER FDS TR shareholders