Core Wealth Advisors, Inc. Pacer Fds Tr Swan Sos Fd Of Fd Transaction History
Core Wealth Advisors, Inc.
- $357 Million
- Q3 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 131,905 shares of PSFF stock, worth $4.18 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
131,905
Previous 168,226
21.59%
Holding current value
$4.18 Million
Previous $5.13 Million
18.7%
% of portfolio
1.17%
Previous 1.56%
Shares
8 transactions
Others Institutions Holding PSFF
# of Institutions
89Shares Held
15.4MCall Options Held
0Put Options Held
0-
Allworth Financial LP1.67MShares$52.9 Million0.25% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.56MShares$49.4 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.52MShares$48.1 Million0.07% of portfolio
-
Envestnet Asset Management Inc1.06MShares$33.7 Million0.01% of portfolio
-
Armis Advisers, LLC Atlanta, GA833KShares$26.4 Million2.4% of portfolio