Allworth Financial LP Pacer Fds Tr Swan Sos Moderate Transaction History

Allworth Financial LP

$15.5 Billion
Q2 2024

A detailed history of Allworth Financial LP transactions in Pacer Fds Tr Swan Sos Moderate stock. As of the latest transaction made, Allworth Financial LP holds 2,036 shares of PSMJ stock, worth $55,338. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,036

Holding current value

$55,338

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 23, 2024	BUY	$25.74 - $26.85 $52,406 - $54,666	2,036 New	2,036 $54,000

Others Institutions Holding PSMJ

# of Institutions

Shares Held

3.72M

Call Options Held

Put Options Held

Pacer Advisors, Inc. Malvern, PA

1.68M
Shares

$45.6 Million
0.12% of portfolio
Swan Global Investments, LLC Durango, CO

1.68M
Shares

$45.6 Million
2.31% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

78.3K
Shares

$2.13 Million
0.01% of portfolio
Coastal Investment Advisors, Inc. Wilmington, DE

42.7K
Shares

$1.16 Million
0.23% of portfolio
Kestra Advisory Services, LLC

41.1K
Shares

$1.12 Million
0.01% of portfolio

View Full List

About PACER FDS TR SWAN SOS MODERATE

Ticker PSMJ
Sector ETFs
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Allworth Financial LP Pacer Fds Tr Swan Sos Moderate Transaction History