Accurate Wealth Management, LLC Pacer Swan Sos Flex (January) Call Options Transaction History
Accurate Wealth Management, LLC
- $663 Million
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding PSFD
# of Institutions
17Shares Held
1.66MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA656KShares$23.7 Million0.07% of portfolio
-
Swan Global Investments, LLC Durango, CO656KShares$23.7 Million1.09% of portfolio
-
Camarda Financial Advisors, LLC Fleming Island, FL78KShares$2.82 Million1.19% of portfolio
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Envestnet Asset Management Inc77.2KShares$2.79 Million0.0% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ51.8KShares$1.88 Million0.0% of portfolio