Summit Wealth Partners, LLC Pacer Fds Tr Swan Sos Fd Of Fd Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Pacer Fds Tr Swan Sos Fd Of Fd stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 10,811 shares of PSFF stock, worth $315,681. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,811
Previous 10,811 -0.0%
Holding current value
$315,681
Previous $300 Million 3.42%
% of portfolio
0.06%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Sep 11, 2024
SELL
$23.53 - $25.88 $59,742 - $65,709
-2,539 Reduced 19.02%
10,811 $280 Million
Q3 2023

Sep 11, 2024
SELL
$24.0 - $24.71 $126,840 - $130,592
-5,285 Reduced 28.36%
13,350 $323 Million
Q2 2023

Sep 11, 2024
BUY
$22.83 - $24.33 $425,437 - $453,389
18,635 New
18,635 $453 Million

Others Institutions Holding PSFF

# of Institutions
68
Shares Held
11.9M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR SWAN SOS FD OF FD

PSFF Quotes by TradingView
  • Ticker PSFF
  • Sector ETFs
  • Industry ETFs
More about PSFF
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, 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 Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email