Curi 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
Curi Wealth Management, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q2 2022$92,000
-2.1%
2,4400.0%0.02%
+12.5%
Q1 2022$94,000
-12.1%
2,440
-5.5%
0.02%
-11.1%
Q4 2021$107,000
+40.8%
2,582
+10.8%
0.02%
-67.3%
Q4 2020$76,0002,3300.06%
Other shareholders
PACER FDS TR shareholders Q1 2022
NameSharesValueWeighting ↓
Aft, Forsyth & Sober, LLC 66,900$1,975,00015.32%
Garrett Wealth Advisory Group, LLC 495,333$14,627,00011.57%
Financial Services Advisory Inc 179,628$5,304,0003.82%
Meridian Wealth Advisors, LLC 245,860$7,260,0003.12%
Spectrum Asset Management, Inc. (NB/CA) 209,173$6,177,0002.59%
Titus Wealth Management 83,320$2,460,0001.76%
CEDAR CAPITAL, LLC 158,677$4,686,0001.55%
Lighthouse Financial Advisors, Inc. 121,909$3,599,0001.37%
LVW Advisors, LLC 148,118$4,374,0000.96%
American Institute for Advanced Investment Management, LLP 34,075$1,006,0000.90%
View complete list of PACER FDS TR shareholders