Lpl Financial LLC Pacer Swan Sos Flex (January) Transaction History
Lpl Financial LLC
- $246 Billion
- Q1 2025
A detailed history of Lpl Financial LLC transactions in Pacer Swan Sos Flex (January) stock. As of the latest transaction made, Lpl Financial LLC holds 21,025 shares of PSFD stock, worth $674,692. This represents 0.0% of its overall portfolio holdings.
Number of Shares
21,025
Previous 19,642
7.04%
Holding current value
$674,692
Previous $649,000
5.08%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding PSFD
# of Institutions
16Shares Held
1.77MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO758KShares$24.3 Million1.26% of portfolio
-
Pacer Advisors, Inc. Malvern, PA738KShares$23.7 Million0.07% of portfolio
-
Camarda Financial Advisors, LLC Fleming Island, FL79.6KShares$2.55 Million1.09% of portfolio
-
Envestnet Asset Management Inc79.4KShares$2.55 Million0.0% of portfolio
-
Rockefeller Capital Management L.P. New York, NY30KShares$962,7000.0% of portfolio