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Pacer Fds Tr wealthshield shares owned by Gallagher Fiduciary Advisors

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

Historical chart of Gallagher Fiduciary 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 Gallagher Fiduciary 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 Gallagher Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $209k 6.6k 31.60
2024-03-31 $349k 12k 29.52
2023-12-31 $319k 12k 27.02
2023-09-30 $311k 12k 26.35
2023-06-30 $324k 12k 27.41
2023-03-31 $320k 12k 27.08

More positions owned by Gallagher Fiduciary Advisors

Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Us Gwt (IUSG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr MRGSTR SM CP GR (ISCG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)
Ishares Tr Core S&p Us Vlu (IUSV)

View all positions for Gallagher Fiduciary 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