Blue Bell Private Wealth Management, LLC Pacer Fds Tr Swan Sos Moderate 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 Fds Tr Swan Sos Moderate stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 1,232 shares of PSMD stock, worth $39,325. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,232
Previous 1,232 -0.0%
Holding current value
$39,325
Previous $37,000 2.7%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$26.71 - $30.43 $1,095 - $1,247
-41 Reduced 3.22%
1,232 $37,000
Q1 2025

May 05, 2025
SELL
$28.38 - $29.91 $595 - $628
-21 Reduced 1.62%
1,273 $36,000
Q4 2024

Feb 06, 2025
SELL
$28.43 - $29.2 $3,326 - $3,416
-117 Reduced 8.29%
1,294 $37,000
Q2 2024

Aug 05, 2024
SELL
$26.46 - $27.84 $1,084 - $1,141
-41 Reduced 2.82%
1,411 $39,000
Q1 2024

Apr 24, 2024
SELL
$25.62 - $27.08 $1,229 - $1,299
-48 Reduced 3.2%
1,452 $39,000
Q1 2023

May 08, 2023
BUY
$0.0 - $23.21 $0 - $34,815
1,500 New
1,500 $34,000

Others Institutions Holding PSMD

# of Institutions
18
Shares Held
4.65M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR SWAN SOS MODERATE

PSMD Quotes by TradingView
  • Ticker PSMD
  • Sector ETFs
  • Industry ETFs
More about PSMD
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