Sutton Wealth Advisors Inc. Pacer Fds Tr Swan Sos Moderate Transaction History
Sutton Wealth Advisors Inc.
- $203 Billion
- Q3 2023
A detailed history of Sutton Wealth Advisors Inc. transactions in Pacer Fds Tr Swan Sos Moderate stock. As of the latest transaction made, Sutton Wealth Advisors Inc. holds 25,434 shares of PSMR stock, worth $716,475. This represents 0.29% of its overall portfolio holdings.
Number of Shares
25,434
Previous 25,434
-0.0%
Holding current value
$716,475
Previous $598 Million
1.15%
% of portfolio
0.29%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding PSMR
# of Institutions
17Shares Held
4.57MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.06MShares$58 Million2.79% of portfolio
-
Pacer Advisors, Inc. Malvern, PA2.06MShares$58 Million0.13% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA107KShares$3.02 Million1.15% of portfolio
-
Brass Tax Wealth Management, Inc Cincinnati, OH86.8KShares$2.45 Million0.94% of portfolio
-
Commonwealth Equity Services, LLC72KShares$2.03 Million0.0% of portfolio