Fermata Advisors, LLC Pacer Swan Sos Flex (January) Transaction History
Fermata Advisors, LLC
- $484 Million
- Q3 2024
A detailed history of Fermata Advisors, LLC transactions in Pacer Swan Sos Flex (January) stock. As of the latest transaction made, Fermata Advisors, LLC holds 27,916 shares of PSFD stock, worth $909,224. This represents 0.19% of its overall portfolio holdings.
Number of Shares
27,916
Previous 33,385
16.38%
Holding current value
$909,224
Previous $1.05 Million
13.92%
% of portfolio
0.19%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding PSFD
# of Institutions
17Shares Held
1.94MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA845KShares$27.5 Million0.07% of portfolio
-
Swan Global Investments, LLC Durango, CO845KShares$27.5 Million1.36% of portfolio
-
Envestnet Asset Management Inc101KShares$3.3 Million0.0% of portfolio
-
Rockefeller Capital Management L.P. New York, NY31.5KShares$1.03 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ27KShares$880,9530.0% of portfolio