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

Accurate Wealth Management, LLC

$663 Million
Q3 2025

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

17

Shares Held

1.66M

Call Options Held

0

Put Options Held

0

Swan Global Investments, LLC Durango, CO

678K
Shares

$24.6 Million
1.13% of portfolio
Pacer Advisors, Inc. Malvern, PA

656K
Shares

$23.7 Million
0.07% of portfolio
Camarda Financial Advisors, LLC Fleming Island, FL

78K
Shares

$2.82 Million
1.19% of portfolio
Envestnet Asset Management Inc

77.2K
Shares

$2.79 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

51.8K
Shares

$1.88 Million
0.0% of portfolio

About PACER SWAN SOS FLEX (JANUARY)

Ticker PSFD
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