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Pacer Fds Tr wealthshield shares owned by WFA of San Diego

Quarter-by-quarter ownership of Pacer Fds Tr wealthshield (PWS) shares owned by WFA of San Diego from 13F filings

Historical chart of WFA of San Diego investment in Pacer Fds Tr wealthshield

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr wealthshield held by WFA of San Diego consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacer Fds Tr wealthshield by WFA of San Diego

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.6k 113 31.60

More positions owned by WFA of San Diego

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Lincoln Electric Holdings (LECO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Qualcomm (QCOM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Actively Managed Exc S&p500 Downsid (PHDG)
Amazon (AMZN)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)

View all positions for WFA of San Diego

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