O Donnell Financial Services, LLC Pacer Fds Tr Swan Sos Fd Of Fd Transaction History
O Donnell Financial Services, LLC
- $189 Million
- Q1 2024
A detailed history of O Donnell Financial Services, LLC transactions in Pacer Fds Tr Swan Sos Fd Of Fd stock. As of the latest transaction made, O Donnell Financial Services, LLC holds 195,100 shares of PSFF stock, worth $5.45 Million. This represents 2.78% of its overall portfolio holdings.
Number of Shares
195,100
Previous 622,181
68.64%
Holding current value
$5.45 Million
Previous $16.1 Million
67.28%
% of portfolio
2.78%
Previous 9.39%
Shares
3 transactions
Others Institutions Holding PSFF
# of Institutions
52Shares Held
10.7MCall Options Held
0Put Options Held
0-
Allworth Financial LP1.22MShares$34 Million0.24% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.1MShares$30.6 Million0.07% of portfolio
-
Cetera Investment Advisers Schaumburg, IL830KShares$23.2 Million0.05% of portfolio
-
Retirement Guys Formula LLC636KShares$17.8 Million8.57% of portfolio
-
Truadvice, LLC Sarasota, FL628KShares$17.5 Million6.65% of portfolio