Paragon Private Wealth Management, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is INDS and the CUSIP is 69374H766. A total of 76 filers reported holding PACER FDS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Paragon Private Wealth Management, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$380,063
-22.2%
10,828
-13.2%
0.31%
-19.1%
Q2 2023$488,303
-3.4%
12,478
-0.0%
0.39%
-8.9%
Q1 2023$505,481
+0.7%
12,481
-8.6%
0.43%
-6.0%
Q4 2022$502,110
-2.1%
13,648
-3.2%
0.45%
-9.2%
Q3 2022$513,000
-17.3%
14,097
-7.2%
0.50%
-24.5%
Q2 2022$620,000
-3.7%
15,196
+1.9%
0.66%
+5.3%
Q1 2022$644,000
-16.9%
14,912
+7.8%
0.63%
-8.6%
Q4 2021$775,00013,8350.69%
Other shareholders
PACER FDS TR shareholders Q3 2023
NameSharesValueWeighting ↓
TPG Financial Advisors, LLC 64,359$2,272,0001.40%
CASTLE WEALTH MANAGEMENT LLC 61,125$2,158,0001.31%
Anfield Capital Management, LLC 43,606$1,539,0000.73%
Stegent Equity Advisors, Inc. 11,736$414,0000.62%
Paragon Private Wealth Management, LLC 14,097$513,0000.50%
Cedar Brook Financial Partners, LLC 42,129$1,487,1580.48%
Advisory Resource Group 35,396$1,249,0000.41%
Fermata Advisors, LLC 35,538$1,255,0000.41%
Clay Northam Wealth Management, LLC 6,145$217,0000.27%
Stratos Wealth Advisors, LLC 60,041$2,119,0000.22%
View complete list of PACER FDS TR shareholders