Sound Income Strategies, LLC Pacer Fds Tr Swan Sos Moderate Transaction History

Sound Income Strategies, LLC

$1.56 Billion
Q1 2025

A detailed history of Sound Income Strategies, LLC transactions in Pacer Fds Tr Swan Sos Moderate stock. As of the latest transaction made, Sound Income Strategies, LLC holds 150 shares of PSMD stock, worth $4,264. This represents 0.0% of its overall portfolio holdings.

Number of Shares

150

Holding current value

$4,264

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 17, 2025	BUY	$28.38 - $29.91 $4,257 - $4,486	150 New	150 $4,000

Others Institutions Holding PSMD

# of Institutions

Shares Held

4.63M

Call Options Held

Put Options Held

Pacer Advisors, Inc. Malvern, PA

2.05M
Shares

$58.2 Million
0.15% of portfolio
Swan Global Investments, LLC Durango, CO

2.05M
Shares

$58.2 Million
3.0% of portfolio
Kestra Advisory Services, LLC

342K
Shares

$9.71 Million
0.06% of portfolio
Anfield Capital Management, LLC Newport Beach, CA

56.4K
Shares

$1.6 Million
0.63% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

42.2K
Shares

$1.2 Million
0.0% of portfolio

View Full List

About PACER FDS TR SWAN SOS MODERATE

Ticker PSMD
Sector ETFs
Industry ETFs

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Sound Income Strategies, LLC Pacer Fds Tr Swan Sos Moderate Transaction History