Allworth Financial LP Pacer Fds Tr Swan Sos Moderate Transaction History

Allworth Financial LP

  • $22 Billion
  • Q3 2025

A detailed history of Allworth Financial LP transactions in Pacer Fds Tr Swan Sos Moderate stock. As of the latest transaction made, Allworth Financial LP holds 2,029 shares of PSMJ stock, worth $64,177. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,029
Previous 2,036 0.34%
Holding current value
$64,177
Previous $61,000 4.92%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Dec 02, 2025
SELL
$30.27 - $31.56 $211 - $220
-7 Reduced 0.34%
2,029 $64,000
Q2 2024

Jul 23, 2024
BUY
$25.74 - $26.85 $52,406 - $54,666
2,036 New
2,036 $54,000

Others Institutions Holding PSMJ

# of Institutions
26
Shares Held
5.25M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR SWAN SOS MODERATE

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

Track Allworth Financial LP Portfolio

Follow Allworth Financial LP 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 Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email