5/19/2025 | Jane Street Group LLC | 13,419 | $414K | 0.0% | N/A | 1.579% | |
5/15/2025 | Royal Bank of Canada | 35,079 | $1.08M | 0.0% | -1.1% | 4.127% | |
5/14/2025 | Napa Wealth Management | 16,697 | $515K | 0.3% | N/A | 1.964% | |
4/29/2025 | Envestnet Asset Management Inc. | 14,635 | $451K | 0.0% | -51.4% | 1.951% | |
4/29/2025 | Concurrent Investment Advisors LLC | 29,628 | $913K | 0.0% | -2.6% | 3.950% | |
4/21/2025 | ORG Partners LLC | 44,375 | $1.37M | 0.3% | +4.4% | 5.917% | |
4/21/2025 | ORG Wealth Partners LLC | 20,583 | $632K | 0.2% | +3.9% | 2.744% | |
2/6/2025 | Atria Investments Inc | 14,093 | $429K | 0.0% | -6.2% | 2.013% | |
2/4/2025 | WealthShield Partners LLC | 13,947 | $424K | 0.1% | -49.8% | 1.992% | |
1/10/2025 | ORG Wealth Partners LLC | 19,802 | $602K | 0.2% | -4.3% | 2.829% | |
Get the Latest News and Ratings for PWS and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Pacer WealthShield ETF and its competitors with MarketBeat's FREE daily newsletter.
|
1/10/2025 | ORG Partners LLC | 42,520 | $1.29M | 0.2% | -2.0% | 6.074% | |
11/1/2024 | Atria Investments Inc | 15,019 | $475K | 0.0% | +4.4% | 2.146% | |
10/11/2024 | ORG Partners LLC | 43,373 | $1.37M | 0.2% | -34.2% | 6.196% | |
10/11/2024 | ORG Wealth Partners LLC | 20,685 | $654K | 0.2% | N/A | 2.955% | |
7/31/2024 | Concurrent Investment Advisors LLC | 30,420 | $898K | 0.0% | N/A | 4.346% | |
7/26/2024 | WealthShield Partners LLC | 14,141 | $418K | 0.1% | -11.7% | 2.020% | |
7/16/2024 | ORG Partners LLC | 65,901 | $1.95M | 0.2% | N/A | 9.414% | |
2/8/2024 | Eudaimonia Partners LLC | 10,143 | $274K | 0.1% | -76.3% | 0.922% | |
2/6/2024 | Great Valley Advisor Group Inc. | 9,137 | $247K | 0.0% | -13.2% | 0.831% | |
2/2/2024 | Sound Financial Strategies Group LLC | 11,794 | $319K | 0.3% | -68.8% | 1.072% | |
1/30/2024 | Imprint Wealth LLC | 30,534 | $831K | 0.7% | +3.7% | 2.776% | |
1/29/2024 | ORG Partners LLC | 85,355 | $2.31M | 0.4% | +24.2% | 7.760% | |
1/23/2024 | WealthShield Partners LLC | 16,801 | $457K | 0.1% | -78.9% | 1.527% | |
11/13/2023 | Envestnet Asset Management Inc. | 151,105 | $3.98M | 0.0% | -12.2% | 13.737% | |
11/6/2023 | Sound Financial Strategies Group LLC | 37,784 | $996K | 0.8% | -9.4% | 3.435% | |
11/3/2023 | ORG Partners LLC | 68,744 | $1.81M | 0.7% | -27.4% | 6.249% | |
10/25/2023 | WealthShield Partners LLC | 79,570 | $2.10M | 0.3% | -15.4% | 7.234% | |
10/24/2023 | Eudaimonia Partners LLC | 42,806 | $1.13M | 0.3% | -15.3% | 3.891% | |
8/7/2023 | Sound Financial Strategies Group LLC | 41,707 | $1.14M | 0.8% | -2.0% | 3.792% | |
8/4/2023 | Envestnet Asset Management Inc. | 172,068 | $4.72M | 0.0% | -11.0% | 15.643% | |
8/3/2023 | WealthShield Partners LLC | 94,011 | $2.58M | 0.4% | -8.6% | 8.546% | |
7/19/2023 | Eudaimonia Partners LLC | 50,566 | $1.39M | 0.3% | -5.7% | 5.618% | |
7/18/2023 | Stratos Wealth Partners LTD. | 7,925 | $217K | 0.0% | -19.4% | 0.881% | |
6/1/2023 | ORG Partners LLC | 150,649 | $4.08M | 1.0% | N/A | 16.739% | |
5/8/2023 | WealthShield Partners LLC | 102,880 | $2.79M | 0.4% | -2.7% | 11.431% | |
5/3/2023 | Great Valley Advisor Group Inc. | 10,527 | $285K | 0.0% | -8.7% | 1.170% | |
5/2/2023 | Sound Financial Strategies Group LLC | 42,537 | $1.15M | 0.8% | +1.3% | 4.726% | |
4/27/2023 | Stratos Wealth Partners LTD. | 9,829 | $266K | 0.0% | -4.7% | 1.092% | |
4/25/2023 | Eudaimonia Partners LLC | 53,596 | $1.45M | 0.3% | +0.9% | 5.955% | |
2/27/2023 | Gallagher Benefit Services Inc. | 12,504 | $358K | 0.1% | N/A | 0.000% | |
Trump Quietly Planning $15 Trillion Crypto Shocker (Ad) Most investors are still unaware, but I believe a new White House action may have quietly opened the floodgates for a $15 trillion crypto surge.
My latest crypto playbook reveals the coin I’m most bullish on—including the name, ticker, and why I’m investing personal capital into it. Watch the urgent crypto briefing while there’s still time |
2/10/2023 | Advisor Group Holdings Inc. | 68,378 | $1.96M | 0.0% | -75.2% | 0.000% | |
2/8/2023 | Belpointe Asset Management LLC | 3,106 | $89K | 0.0% | N/A | 0.000% | |
2/7/2023 | Envestnet Asset Management Inc. | 209,189 | $5.99M | 0.0% | -53.5% | 0.000% | |
2/1/2023 | Great Valley Advisor Group Inc. | 11,527 | $330K | 0.0% | -2.9% | 0.000% | |
1/30/2023 | Sound Financial Strategies Group LLC | 41,980 | $1.20M | 0.9% | -5.7% | 0.000% | |
1/30/2023 | PFG Advisors | 37,624 | $1.08M | 0.1% | +270.2% | 0.000% | |
1/24/2023 | Eudaimonia Partners LLC | 53,141 | $1.52M | 0.4% | -32.0% | 0.000% | |
11/10/2022 | Envestnet Asset Management Inc. | 450,148 | $13.04M | 0.0% | +117.9% | 0.000% | |
11/9/2022 | Sound Financial Strategies Group LLC | 44,521 | $1.29M | 1.9% | +7.3% | 0.000% | |
11/4/2022 | WealthShield Partners LLC | 92,575 | $2.68M | 0.5% | -9.6% | 0.000% | |
11/4/2022 | Eudaimonia Partners LLC | 78,155 | $2.26M | 0.6% | -37.4% | 0.000% | |
10/26/2022 | F3Logic LLC | 12,504 | $363K | 0.1% | -35.0% | 0.000% | |
10/21/2022 | Great Valley Advisor Group Inc. | 11,877 | $344K | 0.0% | N/A | 0.000% | |
10/14/2022 | PFG Advisors | 10,162 | $294K | 0.0% | N/A | 0.000% | |
8/11/2022 | WealthShield Partners LLC | 102,434 | $3.15M | 0.6% | -3.5% | 0.000% | |
8/3/2022 | Envestnet Asset Management Inc. | 206,595 | $6.35M | 0.0% | -12.1% | 0.000% | |
8/3/2022 | F3Logic LLC | 19,235 | $591K | 0.1% | -42.8% | 0.000% | |
7/25/2022 | Sound Financial Strategies Group LLC | 41,473 | $1.27M | 1.0% | +32.4% | 0.000% | |
5/17/2022 | Eudaimonia Partners LLC | 151,309 | $4.66M | 0.8% | N/A | 0.000% | |
5/12/2022 | F3Logic LLC | 33,651 | $1.04M | 0.2% | -93.5% | 0.000% | |
5/9/2022 | WealthShield Partners LLC | 106,100 | $3.27M | 0.5% | -45.2% | 0.000% | |
5/5/2022 | Sound Financial Strategies Group LLC | 31,323 | $964K | 0.5% | +208.8% | 0.000% | |
5/4/2022 | Advisor Group Holdings Inc. | 39,515 | $1.22M | 0.0% | -17.2% | 0.000% | |
5/4/2022 | Envestnet Asset Management Inc. | 234,923 | $7.23M | 0.0% | -41.4% | 0.000% | |
4/18/2022 | Veracity Capital LLC | 7,781 | $240K | 0.1% | -13.1% | 0.000% | |
2/14/2022 | Eudaimonia Advisors LLC | 7,751 | $256K | 0.2% | N/A | 0.000% | |
2/10/2022 | WealthShield Partners LLC | 193,520 | $6.40M | 1.1% | -3.3% | 0.000% | |
2/4/2022 | Envestnet Asset Management Inc. | 401,119 | $13.26M | 0.0% | +49.5% | 0.000% | |
2/4/2022 | F3Logic LLC | 514,200 | $17.02M | 2.0% | -28.5% | 0.000% | |
2/4/2022 | Atria Investments LLC | 90,667 | $3.00M | 0.1% | -41.9% | 0.000% | |
2/3/2022 | Advisor Group Holdings Inc. | 47,736 | $1.58M | 0.0% | +1.2% | 0.000% | |
1/20/2022 | Kestra Advisory Services LLC | 9,281 | $307K | 0.0% | +8.9% | 0.000% | |
11/16/2021 | Atria Investments LLC | 156,156 | $4.98M | 0.1% | +1.1% | 0.000% | |
11/15/2021 | F3Logic LLC | 719,435 | $22.93M | 3.0% | +3.7% | 0.000% | |
11/12/2021 | WealthShield Partners LLC | 200,110 | $6.38M | 1.7% | -4.0% | 0.000% | |
11/10/2021 | Goldman Sachs Group Inc. | 45,325 | $1.45M | 0.0% | -18.1% | 0.000% | |
11/5/2021 | Advisor Group Holdings Inc. | 47,148 | $1.50M | 0.0% | -24.9% | 0.000% | |
10/25/2021 | Eudaimonia Partners LLC | 156,492 | $4.99M | 0.9% | -1.1% | 0.000% | |
10/19/2021 | Kestra Advisory Services LLC | 8,525 | $272K | 0.0% | +15.9% | 0.000% | |
10/13/2021 | Veracity Capital LLC | 9,001 | $287K | 0.1% | -6.4% | 0.000% | |
8/24/2021 | Veracity Capital LLC | 9,614 | $312K | 0.1% | -54.3% | 0.000% | |
8/13/2021 | Eudaimonia Partners LLC | 158,153 | $5.12M | 1.0% | +14.8% | 0.000% | |
8/11/2021 | Susquehanna International Group LLP | 20,377 | $660K | 0.0% | +80.2% | 0.000% | |
8/10/2021 | Atria Investments LLC | 154,387 | $5.00M | 0.1% | -10.5% | 0.000% | |
8/10/2021 | F3Logic LLC | 693,746 | $22.48M | 2.7% | -2.2% | 0.000% | |
8/6/2021 | WealthShield Partners LLC | 208,431 | $6.75M | 1.1% | +15.4% | 0.000% | |
8/2/2021 | Advisor Group Holdings Inc. | 62,748 | $2.03M | 0.0% | -3.4% | 0.000% | |
7/30/2021 | Sound Financial Strategies Group LLC | 9,845 | $319K | 0.2% | +3.8% | 0.000% | |
7/23/2021 | Veracity Capital LLC | 9,614 | $312K | 0.1% | -54.3% | 0.000% | |
5/17/2021 | Eudaimonia Partners LLC | 137,783 | $4.29M | 0.9% | -9.5% | 0.000% | |
Trump’s treachery (Ad) Trump’s Final Reset
Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now. Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma |
5/17/2021 | Royal Bank of Canada | 10,781 | $336K | 0.0% | +183.5% | 0.000% | |
5/11/2021 | Atria Investments LLC | 172,545 | $5.38M | 0.1% | -60.9% | 0.000% | |