WealthPlan Investment Management, LLC - PACER FDS TR ownership

PACER FDS TR's ticker is ICOW and the CUSIP is 69374H873. A total of 4 filers reported holding PACER FDS TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
WealthPlan Investment Management, LLC ownership history of PACER FDS TR
ValueSharesWeighting
Q4 2023$4,762,944152,4630.76%
Other shareholders
PACER FDS TR shareholders Q4 2023
NameSharesValueWeighting ↓
Amplius Wealth Advisors, LLC 1,133,915$30,899,1914.93%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 234,311$6,384,9754.47%
IAM Advisory, LLC 342,581$9,335,3193.43%
Carlson Capital Management 1,587,111$43,248,7713.12%
Clay Northam Wealth Management, LLC 36,345$990,4011.14%
Stratos Wealth Advisors, LLC 248,644$6,775,5570.56%
Patriot Financial Group Insurance Agency, LLC 150,302$4,095,7300.55%
PERSONAL CFO SOLUTIONS, LLC 60,282$1,642,6970.35%
Birchcreek Wealth Management, LLC 10,451$284,8020.25%
Day & Ennis, LLC 19,534$532,3020.21%
View complete list of PACER FDS TR shareholders