HERITAGE WEALTH MANAGEMENT, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is PTLC and the CUSIP is 69374H105. A total of 142 filers reported holding PACER FDS TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q4 2022$40,114
+100.6%
1,070
+100.0%
0.01%0.0%
Q3 2022$20,000
-99.9%
5350.0%0.01%
-14.3%
Q2 2022$20,095,000
+95590.5%
5350.0%0.01%
+16.7%
Q1 2022$21,0005350.01%
Other shareholders
PACER FDS TR shareholders Q1 2022
NameSharesValueWeighting ↓
CFS Investment Advisory Services, LLC 2,158,229$81,412,00011.16%
CEDAR CAPITAL, LLC 104,197$3,931,0007.16%
MBL Wealth, LLC 222,905$8,410,0002.91%
Meridian Wealth Advisors, LLC 207,486$7,828,0002.18%
Financial Services Advisory Inc 162,941$6,148,0002.08%
Titus Wealth Management 100,225$3,778,0001.98%
Oder Investment Management, LLC 33,527$1,264,0001.85%
ADE, LLC 44,135$1,665,0001.52%
Clarus Group, Inc. 55,580$2,097,0001.45%
55I, LLC 1,154,932$43,576,0001.30%
View complete list of PACER FDS TR shareholders