Accurate Wealth Management, LLC Pacer Swan Sos Flex (January) Transaction History

Accurate Wealth Management, LLC

$464 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 11, 2023	BUY	$21.4 - $23.89 $25,680 - $28,668	1,200 New	1,200 $0

Others Institutions Holding PSFD

# of Institutions

18

Shares Held

1.88M

Call Options Held

0

Put Options Held

0

Pacer Advisors, Inc. Malvern, PA

784K
Shares

$25.9 Million
0.06% of portfolio
Swan Global Investments, LLC Durango, CO

784K
Shares

$25.9 Million
1.26% of portfolio
Envestnet Asset Management Inc

92.5K
Shares

$3.06 Million
0.0% of portfolio
Camarda Financial Advisors, LLC Fleming Island, FL

81.1K
Shares

$2.69 Million
1.07% of portfolio
Rockefeller Capital Management L.P. New York, NY

30K
Shares

$993,000
0.0% of portfolio

About PACER SWAN SOS FLEX (JANUARY)

Ticker PSFD
Sector ETFs
Industry ETFs

More about PSFD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Accurate Wealth Management, LLC with notifications on news.