Coastal Investment Advisors, Inc. Pacer Fds Tr Swan Sos Moderate Transaction History
Coastal Investment Advisors, Inc.
- $478 Million
- Q1 2024
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 43,975 shares of PSMJ stock, worth $1.18 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
43,975
Previous 44,875
2.01%
Holding current value
$1.18 Million
Previous $1.12 Million
3.13%
% of portfolio
0.24%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding PSMJ
# of Institutions
20Shares Held
3.86MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO1.74MShares$46.8 Million2.31% of portfolio
-
Pacer Advisors, Inc. Malvern, PA1.74MShares$46.8 Million0.12% of portfolio
-
Lincoln National Corp49.8KShares$1.34 Million0.02% of portfolio
-
Kestra Advisory Services, LLC41.2KShares$1.11 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC35.8KShares$959,9940.0% of portfolio