Arete Wealth Advisors, LLC Pacer Fds Tr Swan Sos Fd Of Fd Transaction History

Arete Wealth Advisors, LLC

  • $1.41 Billion
  • Q2 2025

A detailed history of Arete Wealth Advisors, LLC transactions in Pacer Fds Tr Swan Sos Fd Of Fd stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 20,479 shares of PSFF stock, worth $634,439. This represents 0.04% of its overall portfolio holdings.

Number of Shares
20,479
Previous 15,048 36.09%
Holding current value
$634,439
Previous $430,000 45.12%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Aug 14, 2025
BUY
$26.82 - $30.48 $145,659 - $165,536
5,431 Added 36.09%
20,479 $624,000
Q1 2025

May 15, 2025
BUY
$28.22 - $30.06 $201,039 - $214,147
7,124 Added 89.9%
15,048 $430,000
Q4 2024

Feb 12, 2025
SELL
$28.48 - $29.56 $41,125 - $42,684
-1,444 Reduced 15.41%
7,924 $232,000
Q3 2024

Nov 14, 2024
BUY
$27.17 - $28.74 $254,528 - $269,236
9,368 New
9,368 $269,000

Others Institutions Holding PSFF

# of Institutions
84
Shares Held
15.1M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR SWAN SOS FD OF FD

PSFF Quotes by TradingView
  • Ticker PSFF
  • Sector ETFs
  • Industry ETFs
More about PSFF
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