Sound Financial Strategies Group, LLC
Position in PWS — Pacer WealthShield ETF
CIK 1800620
MADISON, MS
All Filings in PWS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-03-31 PWS | $366,347 | 12,411 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 PWS | $318,673 | 11,794 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 PWS | $995,570 | 37,784 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 PWS | $1,143,272 | 41,707 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 PWS | $1,152,072 | 42,537 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 PWS | $1,202,643 | 41,980 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 PWS | $1,289,951 | 44,521 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 PWS | $1,273,635 | 41,473 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 PWS | $964,435 | 31,323 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 PWS | $335,342 | 10,145 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 PWS | $316,787 | 9,940 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 PWS | $318,978 | 9,845 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 PWS | $295,665 | 9,488 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 PWS | $320,665 | 10,993 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 PWS | $5,731,422 | 225,159 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 PWS | $5,464,244 | 234,115 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 PWS | $5,400,958 | 229,058 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||