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 310,896 shares of PSMR stock, worth $8.95 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
310,896
Previous 410,475
24.26%
Holding current value
$8.95 Million
Previous $11.1 Million
20.66%
% of portfolio
0.05%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding PSMR
# of Institutions
16Shares Held
5.81MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA2.59MShares$74.6 Million0.22% of portfolio
-
Swan Global Investments, LLC Durango, CO2.59MShares$74.6 Million3.54% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA98.2KShares$2.83 Million0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC56.7KShares$1.63 Million0.0% of portfolio
-
Brass Tax Wealth Management, Inc Cincinnati, OH52.5KShares$1.51 Million0.29% of portfolio