Core Wealth Advisors, Inc. Pacer Fds Tr Swan Sos Fd Of Fd Transaction History
Core Wealth Advisors, Inc.
- $297 Million
- Q1 2025
A detailed history of Core Wealth Advisors, Inc. transactions in Pacer Fds Tr Swan Sos Fd Of Fd stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 143,234 shares of PSFF stock, worth $4.22 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
143,234
Previous 118,558
20.81%
Holding current value
$4.22 Million
Previous $3.47 Million
17.77%
% of portfolio
1.38%
Previous 1.15%
Shares
6 transactions
Others Institutions Holding PSFF
# of Institutions
78Shares Held
14.3MCall Options Held
0Put Options Held
0-
Allworth Financial LP1.63MShares$47.9 Million0.27% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.55MShares$45.8 Million0.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.2MShares$35.2 Million0.08% of portfolio
-
Envestnet Asset Management Inc971KShares$28.6 Million0.01% of portfolio
-
Armis Advisers, LLC Atlanta, GA902KShares$26.5 Million2.4% of portfolio