Ownership history in WealthShield Partners, LLC · 31 quarters on record
This page tracks every 13F SEC filing in which WealthShield Partners, LLC reported a position in PACER FDS TR (PWS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 88 | -13,454 | -99.4% | 0.00% | $3K | $31.91 |
| 2025 Q2 | REDUCED | 13,542 | -390 | -2.8% | 0.05% | $411K | $30.00 |
| 2025 Q1 | REDUCED | 13,932 | -15 | -0.1% | 0.06% | $429K | $30.36 |
| 2024 Q4 | REDUCED | 13,947 | -13,854 | -49.8% | 0.06% | $424K | $29.90 |
| 2024 Q3 | ADDED | 27,801 | +13,660 | +96.6% | 0.12% | $880K | $30.87 |
| 2024 Q2 | REDUCED | 14,141 | -1,874 | -11.7% | 0.06% | $418K | $28.74 |
| 2024 Q1 | REDUCED | 16,015 | -786 | -4.7% | 0.08% | $473K | $28.68 |
| 2023 Q4 | REDUCED | 16,801 | -62,769 | -78.9% | 0.08% | $457K | $26.22 |
| 2023 Q3 | REDUCED | 79,570 | -14,441 | -15.4% | 0.32% | $2.1M | $25.40 |
| 2023 Q2 | REDUCED | 94,011 | -8,869 | -8.6% | 0.39% | $2.6M | $26.26 |
As of 2025 Q4 — sorted by position size