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Pacer Fds Tr wealthshield shares owned by ORG Wealth Partners

Quarter-by-quarter ownership of Pacer Fds Tr wealthshield (PWS) shares owned by ORG Wealth Partners from 13F filings

Historical chart of ORG Wealth Partners investment in Pacer Fds Tr wealthshield

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr wealthshield held by ORG Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacer Fds Tr wealthshield by ORG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $654k 21k 31.60

More positions owned by ORG Wealth Partners

Core Scientific Common Stock (CORZ)
Core Scientific Inc New Wt Exp Tranche 1 Equity (CORZW)
Agnc Invt Corp Real Estate Investme (AGNC)
1/100 Berkshire Htwy A Common Stock
Berkshire Hathaway Common Stock (BRK.B)
Energy Transfer Limited Partnershp (ET)
Abbott Labs Common Stock (ABT)
Exxon Mobil Corp Common Stock (XOM)
Apple Common Stock (AAPL)
Ishares 0 To 3 Mnth Uit Exchange Traded (SGOV)
Ishares Total Usd Bond Uit Exchange Traded (IUSB)
Amazon.com Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Hines Global Income Trus Real Estate Investme (ZHGIIX)

View all positions for ORG Wealth Partners

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