Avantax Advisory Services, Inc. Pacer Fds Tr Swan Sos Moderate Transaction History
Avantax Advisory Services, Inc.
- $14.9 Billion
- Q3 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Pacer Fds Tr Swan Sos Moderate stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 8,323 shares of PSMD stock, worth $242,698. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,323
Previous 8,323
-0.0%
Holding current value
$242,698
Previous $231,000
2.6%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding PSMD
# of Institutions
17Shares Held
4.48MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.12MShares$61.8 Million2.99% of portfolio
-
Pacer Advisors, Inc. Malvern, PA2.12MShares$61.8 Million0.14% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA57.6KShares$1.68 Million0.64% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ47.7KShares$1.39 Million0.0% of portfolio
-
Old Mission Capital LLC40.6KShares$1.18 Million0.03% of portfolio