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 $915,644. This represents 0.19% of its overall portfolio holdings.

Number of Shares
27,916
Previous 33,385 16.38%
Holding current value
$915,644
Previous $1.05 Million 13.92%
% of portfolio
0.19%
Previous 0.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

SELL
$30.58 - $32.37 $167,242 - $177,031
-5,469 Reduced 16.38%
27,916 $903,000
Q2 2024

Jul 12, 2024

BUY
$29.73 - $31.47 $992,536 - $1.05 Million
33,385 New
33,385 $1.05 Million

Others Institutions Holding PSFD

About PACER SWAN SOS FLEX (JANUARY)


  • Ticker PSFD
  • Sector ETFs
  • Industry ETFs
More about PSFD
Track This Portfolio

Track Fermata Advisors, LLC Portfolio

Follow Fermata Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fermata Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fermata Advisors, LLC with notifications on news.