Lpl Financial LLC Pacer Fds Tr Swan Sos Moderate Transaction History
Lpl Financial LLC
- $238 Billion
- Q4 2024
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 64,282 shares of PSMR stock, worth $1.83 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
64,282
Previous 63,580
1.1%
Holding current value
$1.83 Million
Previous $1.74 Million
3.04%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding PSMR
# of Institutions
18Shares Held
4.39MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO1.99MShares$56.7 Million2.79% of portfolio
-
Pacer Advisors, Inc. Malvern, PA1.99MShares$56.7 Million0.14% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA100KShares$2.86 Million1.07% of portfolio
-
Brass Tax Wealth Management, Inc Cincinnati, OH86.8KShares$2.47 Million0.94% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ26.6KShares$758,0900.0% of portfolio