Kestra Advisory Services, LLC Pacer Fds Tr Swan Sos Moderate Transaction History

Kestra Advisory Services, LLC

  • $19.6 Billion
  • Q1 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 368,849 shares of PSMD stock, worth $11.2 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
368,849
Previous 341,716 7.94%
Holding current value
$11.2 Million
Previous $9.95 Million 6.27%
% of portfolio
0.05%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$28.38 - $29.91 $770,034 - $811,548
27,133 Added 7.94%
368,849 $10.6 Million
Q4 2024

Feb 10, 2025
BUY
$28.43 - $29.2 $9.71 Million - $9.98 Million
341,716 New
341,716 $9.95 Million

Others Institutions Holding PSMD

# of Institutions
19
Shares Held
5.54M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR SWAN SOS MODERATE

PSMD Quotes by TradingView
  • Ticker PSMD
  • Sector ETFs
  • Industry ETFs
More about PSMD
Track This Portfolio

Track Kestra Advisory Services, LLC Portfolio

Follow Kestra Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email