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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
2024-09-30 $961k 30k 31.60
2024-06-30 $899k 30k 29.54

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding Pacer Fds Tr wealthshield

Susquehanna International
ORG Partners
Concurrent Investment Advisors
Emerald Investment Partners
ORG Wealth Partners
Royal Bank of Canada
Atria Investments
Envestnet Asset Management
Hanson McClain Advisors
Goss Wealth Management
Kestra Advisory Services
Cetera Investment Advisers
Gallagher Fiduciary Advisors
Bank of America Corporation
WFA of San Diego

View all funds holding Pacer Fds Tr wealthshield