Blue Bell Private Wealth Management, LLC Pacer Fds Tr Swan Sos Moderate Transaction History
Blue Bell Private Wealth Management, LLC
- $500 Million
- Q4 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 1,294 shares of PSMD stock, worth $38,173. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,294
Previous 1,411
8.29%
Holding current value
$38,173
Previous $40,000
7.5%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding PSMD
# of Institutions
16Shares Held
4.62MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA2.05MShares$60.4 Million0.15% of portfolio
-
Swan Global Investments, LLC Durango, CO2.05MShares$60.4 Million3.0% of portfolio
-
Kestra Advisory Services, LLC342KShares$10.1 Million0.06% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA56.4KShares$1.67 Million0.63% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ42.2KShares$1.24 Million0.0% of portfolio