Blue Bell Private Wealth Management, LLC Pacer Swan Sos Flex (January) 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 Swan Sos Flex (January) stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 1,394 shares of PSFD stock, worth $45,402. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,394
Previous 1,500
7.07%
Holding current value
$45,402
Previous $47,000
4.26%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding PSFD
# of Institutions
17Shares Held
1.94MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO845KShares$27.5 Million1.36% of portfolio
-
Pacer Advisors, Inc. Malvern, PA845KShares$27.5 Million0.07% of portfolio
-
Envestnet Asset Management Inc101KShares$3.3 Million0.0% of portfolio
-
Rockefeller Capital Management L.P. New York, NY31.5KShares$1.03 Million0.0% of portfolio
-
Fermata Advisors, LLC Sonoma, CA27.9KShares$909,2240.19% of portfolio