Envestnet Asset Management Inc Pacer Fds Tr Swan Sos Moderate Transaction History
Envestnet Asset Management Inc
- $281 Billion
- Q2 2024
Shares
5 transactions
Others Institutions Holding PSMJ
# of Institutions
22Shares Held
3.72MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO1.68MShares$46.7 Million2.31% of portfolio
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Pacer Advisors, Inc. Malvern, PA1.68MShares$46.7 Million0.12% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ78.3KShares$2.18 Million0.01% of portfolio
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Coastal Investment Advisors, Inc. Wilmington, DE42.7KShares$1.19 Million0.23% of portfolio
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Kestra Advisory Services, LLC41.1KShares$1.14 Million0.01% of portfolio