Blue Bell Private Wealth Management, LLC Pacer Swan Sos Flex (January) Transaction History
Blue Bell Private Wealth Management, LLC
- $626 Million
- Q3 2025
A detailed history of Blue Bell Private Wealth Management, LLC transactions in Pacer Swan Sos Flex (January) stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 1,394 shares of PSFD stock, worth $51,020. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,394
Previous 1,394
-0.0%
Holding current value
$51,020
Previous $48,000
4.17%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding PSFD
# of Institutions
19Shares Held
1.66MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA656KShares$24 Million0.07% of portfolio
-
Swan Global Investments, LLC Durango, CO656KShares$24 Million1.09% of portfolio
-
Envestnet Asset Management Inc77.2KShares$2.83 Million0.0% of portfolio
-
Camarda Financial Advisors, LLC Fleming Island, FL75.8KShares$2.77 Million1.17% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ53.2KShares$1.95 Million0.0% of portfolio