Straight Path Wealth Management - PACER FDS TR ownership

PACER FDS TR's ticker is ALTL and the CUSIP is 69374H717. A total of 96 filers reported holding PACER FDS TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Straight Path Wealth Management ownership history of PACER FDS TR
ValueSharesWeighting
Q1 2023$4,461,807
+4.9%
117,509
+11.8%
3.55%
-12.9%
Q4 2022$4,252,014
+27.0%
105,091
+12.4%
4.07%
+35.4%
Q3 2022$3,349,000
+1.6%
93,498
+16.1%
3.01%
-6.8%
Q2 2022$3,296,00080,5283.23%
Other shareholders
PACER FDS TR shareholders Q1 2023
NameSharesValueWeighting ↓
Core Wealth Advisors, Inc. 344,646$13,944,4686.10%
Avondale Wealth Management 162,891$6,590,6175.72%
Ergawealth Advisors, Inc. 147,835$5,981,4385.42%
Lee Financial Group Hawaii, Inc. 116,211$4,701,9324.62%
Straight Path Wealth Management 105,091$4,252,0144.07%
Soltis Investment Advisors LLC 377,436$15,271,1702.01%
Clarus Wealth Advisors 64,997$2,656,4271.74%
Eldridge Investment Advisors, Inc. 121,112$4,9001.71%
WBI INVESTMENTS, LLC 159,848$6,467,3861.39%
PFG Advisors 346,079$14,002,4551.37%
View complete list of PACER FDS TR shareholders