Kestra Advisory Services, LLC Pacer Fds Tr Swan Sos Moderate Call Options Transaction History
Kestra Advisory Services, LLC
- $19.6 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding PSMR
# of Institutions
17Shares Held
4.72MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA1.94MShares$52.1 Million0.15% of portfolio
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Swan Global Investments, LLC Durango, CO1.94MShares$52.1 Million2.79% of portfolio
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Anfield Capital Management, LLC Newport Beach, CA100KShares$2.69 Million1.05% of portfolio
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Brass Tax Wealth Management, Inc Cincinnati, OH97.6KShares$2.62 Million0.56% of portfolio
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Lpl Financial LLC Fort Mill, SC66.2KShares$1.78 Million0.0% of portfolio