Coastal Investment Advisors, Inc. Pacer Fds Tr Swan Sos Moderate Transaction History
Coastal Investment Advisors, Inc.
- $245 Million
- Q2 2025
A detailed history of Coastal Investment Advisors, Inc. transactions in Pacer Fds Tr Swan Sos Moderate stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 1,000 shares of PSMJ stock, worth $31,360. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,450
31.03%
Holding current value
$31,360
Previous $40,000
25.0%
% of portfolio
0.01%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding PSMJ
# of Institutions
25Shares Held
4.41MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.05MShares$64.2 Million2.98% of portfolio
-
Pacer Advisors, Inc. Malvern, PA2.05MShares$64.2 Million0.18% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ49.8KShares$1.56 Million0.0% of portfolio
-
Kestra Advisory Services, LLC44.9KShares$1.41 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC30KShares$942,2110.0% of portfolio