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Pacer Fds Tr wealthshield shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Pacer Fds Tr wealthshield (PWS) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Pacer Fds Tr wealthshield

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr wealthshield held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacer Fds Tr wealthshield by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $899k 30k 29.54

More positions owned by Concurrent Investment Advisors

Apple Call Option (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Dutch Bros Cl A (BROS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon Call Option (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)

View all positions for Concurrent Investment Advisors

Top funds holding Pacer Fds Tr wealthshield

Susquehanna International
ORG Partners
Royal Bank of Canada
Envestnet Asset Management
Concurrent Investment Advisors
ORG Wealth Partners
Atria Investments
Emerald Investment Partners
Hanson McClain Advisors
Goss Wealth Management
Kestra Advisory Services
Cetera Investment Advisers
Bank of America Corporation
Wells Fargo & Company

View all funds holding Pacer Fds Tr wealthshield