Blue Bell Private Wealth Management, LLC Pacer Fds Tr Swan Sos Moderate Transaction History
Blue Bell Private Wealth Management, LLC
- $499 Million
- Q3 2024
A detailed history of Blue Bell Private Wealth Management, LLC transactions in Pacer Fds Tr Swan Sos Moderate stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 1,411 shares of PSMD stock, worth $40,904. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,411
Previous 1,411
-0.0%
Holding current value
$40,904
Previous $39,000
2.56%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding PSMD
# of Institutions
17Shares Held
4.48MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.12MShares$61.4 Million2.99% of portfolio
-
Pacer Advisors, Inc. Malvern, PA2.12MShares$61.4 Million0.14% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA57.6KShares$1.67 Million0.64% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ47.7KShares$1.38 Million0.0% of portfolio
-
Old Mission Capital LLC40.6KShares$1.18 Million0.03% of portfolio