Kestra Advisory Services, LLC Pacer Fds Tr Swan Sos Moderate Transaction History
Kestra Advisory Services, LLC
- $19 Billion
- Q2 2025
A detailed history of Kestra Advisory Services, LLC transactions in Pacer Fds Tr Swan Sos Moderate stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 318,351 shares of PSMD stock, worth $9.85 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
318,351
Previous 368,849
13.69%
Holding current value
$9.85 Million
Previous $10.6 Million
8.42%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding PSMD
# of Institutions
18Shares Held
5.07MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA2.25MShares$69.6 Million0.2% of portfolio
-
Swan Global Investments, LLC Durango, CO2.25MShares$69.6 Million3.29% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA49.4KShares$1.53 Million0.53% of portfolio
-
Old Mission Capital LLC46.5KShares$1.44 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ40.8KShares$1.26 Million0.0% of portfolio