New Edge Wealth, LLC Pacer Fds Tr Swan Sos Fd Of Fd Transaction History

New Edge Wealth, LLC

$6.58 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 11, 2025	BUY	$26.82 - $30.48 $388,380 - $441,380	14,481 New	14,481 $441,000

Others Institutions Holding PSFF

# of Institutions

89

Shares Held

15.4M

Call Options Held

0

Put Options Held

0

Allworth Financial LP

1.67M
Shares

$52.9 Million
0.25% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.56M
Shares

$49.4 Million
0.06% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.52M
Shares

$48.1 Million
0.07% of portfolio
Envestnet Asset Management Inc

1.06M
Shares

$33.7 Million
0.01% of portfolio
Armis Advisers, LLC Atlanta, GA

833K
Shares

$26.4 Million
2.4% of portfolio

About PACER FDS TR SWAN SOS FD OF FD

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