Insight Wealth Strategies, LLC Pacer Fds Tr Swan Sos Moderate Transaction History

Insight Wealth Strategies, LLC

  • $740 Million
  • Q2 2025

A detailed history of Insight Wealth Strategies, LLC transactions in Pacer Fds Tr Swan Sos Moderate stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 10,813 shares of PSMD stock, worth $334,554. This represents 0.04% of its overall portfolio holdings.

Number of Shares
10,813
Previous 7,662 41.13%
Holding current value
$334,554
Previous $219,000 50.23%
% of portfolio
0.04%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
BUY
$26.71 - $30.43 $84,163 - $95,884
3,151 Added 41.13%
10,813 $329,000
Q1 2025

Apr 03, 2025
BUY
$28.38 - $29.91 $217,447 - $229,170
7,662 New
7,662 $219,000

Others Institutions Holding PSMD

# of Institutions
18
Shares Held
5.07M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR SWAN SOS MODERATE

PSMD Quotes by TradingView
  • Ticker PSMD
  • Sector ETFs
  • Industry ETFs
More about PSMD
Track This Portfolio

Track Insight Wealth Strategies, LLC Portfolio

Follow Insight Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email