Avantax Advisory Services, Inc. Pacer Fds Tr Swan Sos Moderate Transaction History
Avantax Advisory Services, Inc.
- $11.1 Billion
- Q1 2024
Shares
2 transactions
Others Institutions Holding PSMJ
# of Institutions
20Shares Held
3.86MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA1.74MShares$47.3 Million0.12% of portfolio
-
Swan Global Investments, LLC Durango, CO1.74MShares$47.3 Million2.31% of portfolio
-
Lincoln National Corp49.8KShares$1.35 Million0.02% of portfolio
-
Coastal Investment Advisors, Inc. Wilmington, DE44KShares$1.19 Million0.24% of portfolio
-
Kestra Advisory Services, LLC41.2KShares$1.12 Million0.01% of portfolio