Core Wealth Advisors, Inc. Pacer Fds Tr Swan Sos Fd Of Fd Transaction History
Core Wealth Advisors, Inc.
- $329 Million
- Q2 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 168,226 shares of PSFF stock, worth $5.33 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
168,226
Previous 143,234
17.45%
Holding current value
$5.33 Million
Previous $4.09 Million
25.39%
% of portfolio
1.56%
Previous 1.38%
Shares
7 transactions
Others Institutions Holding PSFF
# of Institutions
86Shares Held
15MCall Options Held
0Put Options Held
0-
Allworth Financial LP1.67MShares$52.8 Million0.25% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.39MShares$44 Million0.08% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.37MShares$43.3 Million0.07% of portfolio
-
Envestnet Asset Management Inc1.01MShares$31.9 Million0.01% of portfolio
-
Armis Advisers, LLC Atlanta, GA924KShares$29.3 Million2.23% of portfolio