Cornerstone Wealth Group, LLC Pacer Fds Tr Swan Sos Moderate Transaction History
Cornerstone Wealth Group, LLC
- $1.29 Billion
- Q3 2024
A detailed history of Cornerstone Wealth Group, LLC transactions in Pacer Fds Tr Swan Sos Moderate stock. As of the latest transaction made, Cornerstone Wealth Group, LLC holds 25,329 shares of PSMR stock, worth $713,517. This represents 0.05% of its overall portfolio holdings.
Number of Shares
25,329
Previous 25,367
0.15%
Holding current value
$713,517
Previous $667,000
3.9%
% of portfolio
0.05%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding PSMR
# of Institutions
17Shares Held
4.57MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA2.06MShares$58 Million0.13% of portfolio
-
Swan Global Investments, LLC Durango, CO2.06MShares$58 Million2.79% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA107KShares$3.02 Million1.15% of portfolio
-
Brass Tax Wealth Management, Inc Cincinnati, OH86.8KShares$2.45 Million0.94% of portfolio
-
Commonwealth Equity Services, LLC72KShares$2.03 Million0.0% of portfolio