Palumbo Wealth Management LLC - PACER FDS TR ownership

Quarter-by-quarter ownership
Palumbo Wealth Management LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$279,112
+17.5%
7,564
+21.5%
0.15%
+6.2%
Q2 2023$237,5716,2240.14%
Other shareholders
PACER FDS TR shareholders Q4 2023
NameSharesValueWeighting ↓
Clarus Group, Inc. 185,958$6,439,7266.05%
Ergawealth Advisors, Inc. 195,164$6,758,5195.50%
Alpha Financial Partners, LLC 130,850$4,531,3455.10%
ENZI WEALTH 245,904$8,515,6564.37%
Prostatis Group LLC 93,618$3,242,5691.71%
GeoWealth Management, LLC 413,516$14,3201.68%
WBI INVESTMENTS, LLC 49,414$1,711,1680.34%
Gallagher Fiduciary Advisors, LLC 83,626$2,896,4270.24%
Geneos Wealth Management Inc. 108,593$3,760,5720.23%
Visionary Wealth Advisors 73,543$2,546,7940.22%
View complete list of PACER FDS TR shareholders