Lpl Financial LLC Pacer Fds Tr Swan Sos Moderate Transaction History
Lpl Financial LLC
- $246 Billion
- Q1 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 66,174 shares of PSMR stock, worth $1.78 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
66,174
Previous 64,282
2.94%
Holding current value
$1.78 Million
Previous $1.79 Million
0.06%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding PSMR
# of Institutions
17Shares Held
4.72MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO1.94MShares$52.1 Million2.79% of portfolio
-
Pacer Advisors, Inc. Malvern, PA1.94MShares$52.1 Million0.15% of portfolio
-
Kestra Advisory Services, LLC410KShares$11 Million0.06% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA100KShares$2.69 Million1.05% of portfolio
-
Brass Tax Wealth Management, Inc Cincinnati, OH97.6KShares$2.62 Million0.56% of portfolio