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
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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 |
|---|---|---|---|
| 2025-09-30 | $665k | 21k | 32.18 |
| 2025-06-30 | $645k | 21k | 30.33 |
| 2025-03-31 | $913k | 30k | 30.82 |
| 2024-12-31 | $925k | 30k | 30.41 |
| 2024-09-30 | $961k | 30k | 31.60 |
| 2024-06-30 | $899k | 30k | 29.54 |
More positions owned by Concurrent Investment Advisors
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