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 56,706 shares of PSMR stock, worth $1.63 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
56,706
Previous 66,174
14.31%
Holding current value
$1.63 Million
Previous $1.8 Million
10.19%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding PSMR
# of Institutions
16Shares Held
5.81MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.59MShares$74.6 Million3.54% of portfolio
-
Pacer Advisors, Inc. Malvern, PA2.59MShares$74.6 Million0.22% of portfolio
-
Kestra Advisory Services, LLC311KShares$8.95 Million0.05% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA98.2KShares$2.83 Million0.98% of portfolio
-
Brass Tax Wealth Management, Inc Cincinnati, OH52.5KShares$1.51 Million0.29% of portfolio