Lpl Financial LLC Pacer Fds Tr Swan Sos Moderate Transaction History
Lpl Financial LLC
- $283 Billion
- Q2 2025
A detailed history of Lpl Financial LLC transactions in Pacer Fds Tr Swan Sos Moderate stock. As of the latest transaction made, Lpl Financial LLC holds 30,045 shares of PSMJ stock, worth $926,888. This represents 0.0% of its overall portfolio holdings.
Number of Shares
30,045
Previous 38,253
21.46%
Holding current value
$926,888
Previous $1.06 Million
14.38%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding PSMJ
# of Institutions
25Shares Held
4.4MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA2.05MShares$63.2 Million0.18% of portfolio
-
Swan Global Investments, LLC Durango, CO2.05MShares$63.2 Million2.98% of portfolio
-
Kestra Advisory Services, LLC44.9KShares$1.38 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ36.8KShares$1.14 Million0.0% of portfolio
-
Rockefeller Capital Management L.P. New York, NY28.3KShares$873,3630.0% of portfolio