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 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-2.74K- 0.66% |
$78.1K - $81.1K
|
413K
$11.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-3.06K- 8.09% |
$87.1K - $90.4K
|
34.7K
$987K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.97K- 6.21% |
$113K - $117K
|
60K
$1.7M
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-4.75K- 2.38% |
$135K - $140K
|
194K
$5.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.03K- 9.34% |
$143K - $149K
|
48.8K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.54K- 38.89% |
$158K - $164K
|
8.71K
$247K
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-6.05K- 6.76% |
$172K - $179K
|
83.5K
$2.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.2K- 8.87% |
$292K - $303K
|
105K
$2.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-17K- 16.67% |
$484K - $503K
|
85K
$2.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.4K- 5.09% |
$524K - $544K
|
343K
$9.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-20.7K- 34.4% |
$591K - $613K
|
39.5K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-36.1K- 81.15% |
$1.03M - $1.07M
|
8.37K
$238K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-104K- 15.53% |
$2.97M - $3.08M
|
566K
$16.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-105K- 15.65% |
$2.99M - $3.11M
|
566K
$16.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-105K- 38.3% |
$3M - $3.12M
|
170K
$4.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-125K- 19.31% |
$3.56M - $3.7M
|
523K
$14.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-362K- 87.92% |
$10.3M - $10.7M
|
49.7K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-440K- 36.3% |
$12.5M - $13M
|
772K
$21.9M
|