Avantax Advisory Services, Inc. Pacer Fds Tr Swan Sos Moderate Transaction History

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025

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 11,073 shares of PSMD stock, worth $351,567. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,073
Previous 11,073 -0.0%
Holding current value
$351,567
Previous $317,000 5.99%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$28.38 - $29.91 $78,045 - $82,252
2,750 Added 33.04%
11,073 $317,000
Q1 2024

May 08, 2024
SELL
$25.62 - $27.08 $45,475 - $48,067
-1,775 Reduced 17.58%
8,323 $225,000
Q4 2023

Feb 07, 2024
SELL
$23.54 - $25.83 $35,310 - $38,745
-1,500 Reduced 12.93%
10,098 $260,000
Q3 2023

Nov 07, 2023
SELL
$24.16 - $24.92 $25,972 - $26,789
-1,075 Reduced 8.48%
11,598 $281,000
Q4 2022

Feb 13, 2023
SELL
$20.42 - $22.22 $2,491 - $2,710
-122 Reduced 0.95%
12,673 $278,000
Q1 2022

Apr 27, 2022
BUY
$21.48 - $23.04 $274,836 - $294,796
12,795 New
12,795 $288,000

Others Institutions Holding PSMD

# of Institutions
19
Shares Held
5.09M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR SWAN SOS MODERATE

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