Insight Wealth Strategies, LLC Pacer Fds Tr Swan Sos Moderate Transaction History
Insight Wealth Strategies, LLC
- $725 Million
- Q1 2025
A detailed history of Insight Wealth Strategies, LLC transactions in Pacer Fds Tr Swan Sos Moderate stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 7,662 shares of PSMD stock, worth $219,209. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,662Holding current value
$219,209% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding PSMD
# of Institutions
17Shares Held
4.63MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA2.05MShares$58.6 Million0.15% of portfolio
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Swan Global Investments, LLC Durango, CO2.05MShares$58.6 Million3.0% of portfolio
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Kestra Advisory Services, LLC342KShares$9.78 Million0.06% of portfolio
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Anfield Capital Management, LLC Newport Beach, CA56.4KShares$1.61 Million0.63% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ42.2KShares$1.21 Million0.0% of portfolio