WCG Wealth Advisors LLC - PACER FDS TR ownership

PACER FDS TR's ticker is PTLC and the CUSIP is 69374H105. A total of 189 filers reported holding PACER FDS TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
WCG Wealth Advisors LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q2 2024$1,203
-6.8%
24,179
-10.6%
0.09%
-17.6%
Q1 2024$1,291
-73.1%
27,048
-75.6%
0.11%
-69.4%
Q4 2023$4,801
+12.0%
110,960
+3.5%
0.35%
+12.4%
Q3 2023$4,285107,2430.31%
Other shareholders
PACER FDS TR shareholders Q4 2023
NameSharesValueWeighting ↓
Financial Services Advisory Inc 127,687$4,809,00017.53%
CFS Investment Advisory Services, LLC 72,746,986$72,747,00016.73%
Vienna Asset Management LLC 58,380$2,199,0006.11%
Koss-Olinger Consulting, LLC 549,304$20,687,0003.52%
J2 Capital Management Inc 48,389$1,822,0003.46%
MBL Wealth, LLC 282,498$10,6392.30%
Meridian Wealth Advisors, LLC 205,929$7,755,0002.18%
ADE, LLC 47,937$1,805,0002.02%
Oder Investment Management, LLC 43,731$1,647,0001.93%
LEVEL FOUR ADVISORY SERVICES, LLC 393,207$14,808,0001.44%
View complete list of PACER FDS TR shareholders