Copley Financial Group, Inc. Pacer Fds Tr Swan Sos Moderate Transaction History
Copley Financial Group, Inc.
- $146 Billion
- Q3 2025
A detailed history of Copley Financial Group, Inc. transactions in Pacer Fds Tr Swan Sos Moderate stock. As of the latest transaction made, Copley Financial Group, Inc. holds 9,159 shares of PSMJ stock, worth $289,699. This represents 0.2% of its overall portfolio holdings.
Number of Shares
9,159
Previous 9,187
0.3%
Holding current value
$289,699
Previous $279 Million
3.74%
% of portfolio
0.2%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding PSMJ
# of Institutions
26Shares Held
5.25MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.47MShares$78.2 Million3.58% of portfolio
-
Pacer Advisors, Inc. Malvern, PA2.47MShares$78.2 Million0.23% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ65.8KShares$2.08 Million0.0% of portfolio
-
Kestra Advisory Services, LLC43.7KShares$1.38 Million0.01% of portfolio
-
Rockefeller Capital Management L.P. New York, NY28.3KShares$895,4450.0% of portfolio