Insight Wealth Strategies, LLC Pacer Fds Tr Swan Sos Moderate Transaction History
Insight Wealth Strategies, LLC
- $740 Million
- Q2 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 10,813 shares of PSMD stock, worth $328,715. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,813
Previous 7,662
41.13%
Holding current value
$328,715
Previous $219,000
50.23%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding PSMD
# of Institutions
19Shares Held
5.54MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA2.45MShares$74.4 Million0.2% of portfolio
-
Swan Global Investments, LLC Durango, CO2.45MShares$74.4 Million3.72% of portfolio
-
Kestra Advisory Services, LLC369KShares$11.2 Million0.05% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ58.7KShares$1.78 Million0.0% of portfolio
-
Ken Griffin Citadel Advisors LLC | Chicago, Il56.6KShares$1.72 Million0.0% of portfolio