Core Wealth Advisors, Inc. Pacer Fds Tr Swan Sos Fd Of Fd Transaction History
Core Wealth Advisors, Inc.
- $310 Million
- Q3 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 102,454 shares of PSFF stock, worth $2.98 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
102,454
Previous 93,183
9.95%
Holding current value
$2.98 Million
Previous $2.59 Million
13.71%
% of portfolio
0.95%
Previous 0.89%
Shares
4 transactions
Others Institutions Holding PSFF
# of Institutions
67Shares Held
11.9MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL1.42MShares$41.2 Million0.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.21MShares$35.2 Million0.08% of portfolio
-
Allworth Financial LP772KShares$22.5 Million0.14% of portfolio
-
Mml Investors Services, LLC Springfield, MA729KShares$21.2 Million0.08% of portfolio
-
Maripau Wealth Management LLC Fort Wayne, IN671KShares$19.5 Million18.12% of portfolio