Napa Wealth Management Pacer Fds Tr Swan Sos Fd Of Fd Transaction History

Napa Wealth Management

$178 Billion
Q1 2025

A detailed history of Napa Wealth Management transactions in Pacer Fds Tr Swan Sos Fd Of Fd stock. As of the latest transaction made, Napa Wealth Management holds 17,409 shares of PSFF stock, worth $511,302. This represents 0.28% of its overall portfolio holdings.

Number of Shares

17,409

Holding current value

$511,302

% of portfolio

0.28%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$28.22 - $30.06 $491,281 - $523,314	17,409 New	17,409 $497 Million

Others Institutions Holding PSFF

# of Institutions

Shares Held

14.3M

Call Options Held

Put Options Held

Allworth Financial LP

1.63M
Shares

$47.8 Million
0.27% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.55M
Shares

$45.7 Million
0.09% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.2M
Shares

$35.2 Million
0.08% of portfolio
Envestnet Asset Management Inc

971K
Shares

$28.5 Million
0.01% of portfolio
Armis Advisers, LLC Atlanta, GA

902K
Shares

$26.5 Million
2.4% of portfolio

View Full List

About PACER FDS TR SWAN SOS FD OF FD

Ticker PSFF
Sector ETFs
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More about PSFF

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Napa Wealth Management Pacer Fds Tr Swan Sos Fd Of Fd Transaction History