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%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$28.48 - $29.56 $208,046 - $215,935	7,305 Added 9.47%	84,430 $2.47 Million
Q3 2024 Oct 15, 2024	BUY	$27.17 - $28.74 $181,060 - $191,523	6,664 Added 9.46%	77,125 $2.22 Million
Q2 2024 Jul 18, 2024	BUY	$26.43 - $27.84 $511,843 - $539,149	19,366 Added 37.9%	70,461 $1.96 Million
Q1 2024 May 20, 2024	BUY	$25.62 - $27.01 $1.31 Million - $1.38 Million	51,095 New	51,095 $1.38 Million
Q4 2023 Jan 12, 2024	BUY	$23.53 - $25.88 $141,344 - $155,461	6,007 Added 13.29%	51,203 $1.33 Million
Q3 2023 Oct 11, 2023	BUY	$24.0 - $24.71 $536,304 - $552,169	22,346 Added 97.79%	45,196 $1.09 Million
Q2 2023 Jul 12, 2023	BUY	$22.83 - $24.33 $521,665 - $555,940	22,850 New	22,850 $555,000

Others Institutions Holding PSFF

# of Institutions

Shares Held

13.5M

Call Options Held

Put Options Held

View Full List

About PACER FDS TR SWAN SOS FD OF FD

Ticker PSFF
Sector ETFs
Industry ETFs

More about PSFF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Account

Independent Wealth Network Inc. Pacer Fds Tr Swan Sos Fd Of Fd Transaction History