Blue Bell Private Wealth Management, LLC Pacer Swan Sos Flex (January) Transaction History
Blue Bell Private Wealth Management, LLC
- $442 Million
- Q1 2024
A detailed history of Blue Bell Private Wealth Management, LLC transactions in Pacer Swan Sos Flex (January) stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 1,500 shares of PSFD stock, worth $47,355. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,500
Previous 1,500
-0.0%
Holding current value
$47,355
Previous $43,000
4.65%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding PSFD
# of Institutions
15Shares Held
1.96MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA861KShares$27.2 Million0.07% of portfolio
-
Swan Global Investments, LLC Durango, CO861KShares$27.2 Million1.33% of portfolio
-
Envestnet Asset Management Inc100KShares$3.16 Million0.0% of portfolio
-
Rockefeller Capital Management L.P. New York, NY31.5KShares$994,4550.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ29.1KShares$917,1400.0% of portfolio