Trinity Wealth Management, LLC Pacer Fds Tr Swan Sos Fd Of Fd Transaction History
Trinity Wealth Management, LLC
- $255 Million
- Q3 2025
A detailed history of Trinity Wealth Management, LLC transactions in Pacer Fds Tr Swan Sos Fd Of Fd stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 39,650 shares of PSFF stock, worth $1.26 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
39,650
Previous 39,976
0.82%
Holding current value
$1.26 Million
Previous $1.22 Million
2.79%
% of portfolio
0.49%
Previous 0.49%
Shares
3 transactions
Others Institutions Holding PSFF
# of Institutions
86Shares Held
15MCall Options Held
0Put Options Held
0-
Allworth Financial LP1.67MShares$53 Million0.25% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.39MShares$44.1 Million0.08% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.37MShares$43.4 Million0.07% of portfolio
-
Envestnet Asset Management Inc1.01MShares$32 Million0.01% of portfolio
-
Armis Advisers, LLC Atlanta, GA924KShares$29.3 Million2.23% of portfolio