Pacer Fds Tr wealthshield shares owned by LPL Financial
Quarter-by-quarter ownership of Pacer Fds Tr wealthshield (PWS) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Pacer Fds Tr wealthshield
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Quarterly reported holdings in Pacer Fds Tr wealthshield by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 68k | 32.18 |
| 2025-06-30 | $3.2M | 105k | 30.33 |
| 2022-06-30 | $462k | 15k | 30.68 |
| 2022-03-31 | $1.0M | 33k | 30.79 |
| 2021-12-31 | $1.2M | 36k | 33.04 |
| 2021-09-30 | $1.0M | 32k | 31.87 |
| 2021-06-30 | $956k | 30k | 32.41 |
| 2021-03-31 | $742k | 24k | 31.18 |
| 2020-12-31 | $269k | 9.2k | 29.20 |
| 2019-06-30 | $230k | 9.5k | 24.22 |
| 2018-09-30 | $749k | 28k | 26.78 |
| 2018-06-30 | $684k | 26k | 26.42 |
| 2018-03-31 | $665k | 27k | 25.05 |
| 2017-12-31 | $489k | 19k | 25.24 |