Axxcess Wealth Management, LLC Pacer Swan Sos Flex (January) Transaction History

Axxcess Wealth Management, LLC

$3.47 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	BUY	N/A	600 Added 1.0%	60,600 $1.31 Million
Q1 2022 Aug 11, 2022	BUY	N/A	60,000 New	60,000 $1.44 Million

Others Institutions Holding PSFD

# of Institutions

15

Shares Held

1.96M

Call Options Held

0

Put Options Held

0

Pacer Advisors, Inc. Malvern, PA

861K
Shares

$27.2 Million
0.07% of portfolio
Swan Global Investments, LLC Durango, CO

861K
Shares

$27.2 Million
1.33% of portfolio
Envestnet Asset Management Inc

100K
Shares

$3.17 Million
0.0% of portfolio
Rockefeller Capital Management L.P. New York, NY

31.5K
Shares

$995,715
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

29.1K
Shares

$918,302
0.0% of portfolio

About PACER SWAN SOS FLEX (JANUARY)

Ticker PSFD
Sector ETFs
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