Trinity Wealth Management, LLC Pacer Fds Tr Swan Sos Fd Of Fd Transaction History
Trinity Wealth Management, LLC
- $248 Million
- Q2 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 39,976 shares of PSFF stock, worth $1.24 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
39,976
Previous 43,979
9.1%
Holding current value
$1.24 Million
Previous $1.25 Million
2.4%
% of portfolio
0.49%
Previous 0.57%
Shares
2 transactions
Others Institutions Holding PSFF
# of Institutions
80Shares Held
14.5MCall Options Held
0Put Options Held
0-
Allworth Financial LP1.63MShares$50.3 Million0.27% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.55MShares$48.1 Million0.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.2MShares$37 Million0.08% of portfolio
-
Envestnet Asset Management Inc971KShares$30 Million0.01% of portfolio
-
Armis Advisers, LLC Atlanta, GA924KShares$28.6 Million2.23% of portfolio