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SZNE PACER FDS TR

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mc (fund)

21 managers (21 13F filers) reported a position in SZNE shares at 2024-09-30, 510,375 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
21
13F filers
21
New
3
Added
6
Reduced
7
Sold out
3
Shares held by filers
510,375

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2024

Filers in the available 13F reports with a share position at 2024-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA122,723$4.8M<0.01%+8,04313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/107,005$4.18M<0.01%+3,34413F-HRTimelineGroup
LPL Financial LLC95,669$3.74M<0.01%+33,47013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…61,242$2.39M0.01%+2,33013F-HRTimeline
Financial Enhancement Group LLC42,413$1.51M0.29%+10,58913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,884$660K<0.01%013F-HRTimelineGroup
Raymond James Financial Services Adviso…in group RAYMOND JAMES FINANCIAL INC10,635$416K<0.01%-2,27513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,916$388K<0.01%-24,03513F-HRTimelineGroup
Proactive Wealth Strategies LLC8,672$339K0.19%13F-HRTimeline
RAYMOND JAMES & ASSOCIATES8,439$330K<0.01%-1,93313F-HRTimeline
Western Wealth Management, LLC7,000$274K0.02%013F-HRTimeline
Cetera Investment Advisers6,972$273K<0.01%-5513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,914$231K<0.01%-90713F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC4,183$163K0.06%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC810$32K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO500$19.5K<0.01%new13F-HR/ATimelineGroup
Householder Group Estate & Retirement S…510$19K0.01%013F-HRTimeline
Geneos Wealth Management Inc.465$18.2K<0.01%+37613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY409$16K<0.01%-113F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG14$547<0.01%-3513F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.