Pacer Fds Tr wealthshield shares owned by Sound Financial Strategies Group
Quarter-by-quarter ownership of Pacer Fds Tr wealthshield (PWS) shares owned by Sound Financial Strategies Group
from 13F filings
Historical chart of Sound Financial Strategies Group investment in Pacer Fds Tr wealthshield
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Quarterly reported holdings in Pacer Fds Tr wealthshield by Sound Financial Strategies Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $319k | 12k | 27.02 |
| 2023-09-30 | $996k | 38k | 26.35 |
| 2023-06-30 | $1.1M | 42k | 27.41 |
| 2023-03-31 | $1.2M | 43k | 27.08 |
| 2022-12-31 | $1.2M | 42k | 28.65 |
| 2022-09-30 | $1.3M | 45k | 28.98 |
| 2022-06-30 | $1.3M | 42k | 30.72 |
| 2022-03-31 | $964k | 31k | 30.78 |
| 2021-12-31 | $335k | 10k | 33.02 |
| 2021-09-30 | $317k | 9.9k | 31.89 |
| 2021-06-30 | $319k | 9.8k | 32.40 |
| 2021-03-31 | $296k | 9.5k | 31.20 |
| 2020-12-31 | $321k | 11k | 29.20 |
| 2020-09-30 | $5.7M | 225k | 25.45 |
| 2020-06-30 | $5.5M | 234k | 23.34 |
| 2020-03-31 | $5.4M | 229k | 23.58 |
| 2019-12-31 | $6.2M | 256k | 24.03 |
More positions owned by Sound Financial Strategies Group
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