A detailed history of Orion Portfolio Solutions, LLC transactions in Pacer Fds Tr Swan Sos Moderate stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 14,893 shares of PSMJ stock, worth $404,940. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,893
Previous 10,882 36.86%
Holding current value
$404,940
Previous $271,000 43.91%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

BUY
$24.68 - $26.23 $98,991 - $105,208
4,011 Added 36.86%
14,893 $390,000
Q4 2023

Feb 09, 2024

BUY
$22.73 - $24.94 $247,347 - $271,397
10,882 New
10,882 $271,000

Others Institutions Holding PSMJ

About PACER FDS TR SWAN SOS MODERATE


  • Ticker PSMJ
  • Sector ETFs
  • Industry ETFs
More about PSMJ
Track This Portfolio

Track Orion Portfolio Solutions, LLC Portfolio

Follow Orion Portfolio Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Orion Portfolio Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Orion Portfolio Solutions, LLC with notifications on news.