Independent Wealth Network Inc. Pacer Fds Tr Swan Sos Fd Of Fd Transaction History
Independent Wealth Network Inc.
- $234 Million
- Q4 2024
A detailed history of Independent Wealth Network Inc. transactions in Pacer Fds Tr Swan Sos Fd Of Fd stock. As of the latest transaction made, Independent Wealth Network Inc. holds 84,430 shares of PSFF stock, worth $2.5 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
84,430
Previous 77,125
9.47%
Holding current value
$2.5 Million
Previous $2.22 Million
11.55%
% of portfolio
1.06%
Previous 1.02%
Shares
7 transactions
Others Institutions Holding PSFF
# of Institutions
80Shares Held
13.5MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL1.7MShares$50.3 Million0.11% of portfolio
-
Allworth Financial LP1.52MShares$45.2 Million0.26% of portfolio
-
Armis Advisers, LLC Atlanta, GA961KShares$28.5 Million3.45% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ772KShares$22.9 Million0.06% of portfolio
-
Envestnet Asset Management Inc748KShares$22.2 Million0.01% of portfolio