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

Avantax Advisory Services, Inc.

$16 Billion
Q1 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 $339,941. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,073

Previous 8,323 33.04%

Holding current value

$339,941

Previous $242,000 30.99%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

5.54M

Call Options Held

Put Options Held

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About PACER FDS TR SWAN SOS MODERATE

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