Core Wealth Advisors, Inc. Pacer Fds Tr Swan Sos Fd Of Fd Transaction History
Core Wealth Advisors, Inc.
- $301 Million
- Q4 2024
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 118,558 shares of PSFF stock, worth $3.52 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
118,558
Previous 102,454
15.72%
Holding current value
$3.52 Million
Previous $2.94 Million
17.93%
% of portfolio
1.15%
Previous 0.95%
Shares
5 transactions
Others Institutions Holding PSFF
# of Institutions
80Shares Held
13.5MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL1.7MShares$50.3 Million0.11% of portfolio
-
Allworth Financial LP1.52MShares$45.2 Million0.26% of portfolio
-
Armis Advisers, LLC Atlanta, GA961KShares$28.5 Million3.45% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ772KShares$22.9 Million0.06% of portfolio
-
Envestnet Asset Management Inc748KShares$22.2 Million0.01% of portfolio