Purchases and Sales Made in Q4 2024 in Pacer Fds Tr Swan Sos Fd Of Fd (PSFF)
This table provides information about the institutional ownership of Pacer Fds Tr Swan Sos Fd Of Fd (PSFF) during Q4 2024. The information is specifically focused on institutions that hold shares of PACER FDS TR SWAN SOS FD OF FD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
44.2K+ 50.57% |
$1.26M - $1.31M
|
131K
$3.9M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
31.3K+ 14.82% |
$891K - $925K
|
242K
$7.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
23.7K+ 157.96% |
$676K - $702K
|
38.8K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
9.42KNew |
$268K - $278K
|
9.42K
$279K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.31K+ 9.47% |
$208K - $216K
|
84.4K
$2.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.04K+ 15.55% |
$58K - $60.2K
|
15.1K
$449K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2K+ 15.9% |
$57K - $59.1K
|
14.6K
$433K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
154+ 1.35% |
$4.39K - $4.55K
|
11.5K
$342K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-2.74K- 0.66% |
$78.1K - $81.1K
|
413K
$12.3M
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-4.75K- 2.38% |
$135K - $140K
|
194K
$5.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.03K- 9.34% |
$143K - $149K
|
48.8K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-17K- 16.67% |
$484K - $503K
|
85K
$2.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-36.1K- 81.15% |
$1.03M - $1.07M
|
8.37K
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-104K- 15.53% |
$2.97M - $3.08M
|
566K
$16.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-105K- 38.3% |
$3M - $3.12M
|
170K
$5.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-125K- 19.31% |
$3.56M - $3.7M
|
523K
$15.5M
|