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 12,823 shares of PSMJ stock, worth $405,591. This represents 0.06% of its overall portfolio holdings.

Number of Shares
12,823
Previous 11,078 15.75%
Holding current value
$405,591
Previous $335,000 20.6%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 22, 2025
BUY
$30.27 - $31.56 $52,821 - $55,072
1,745 Added 15.75%
12,823 $404,000
Q2 2025

Aug 11, 2025
SELL
$25.98 - $30.33 $1,662 - $1,941
-64 Reduced 0.57%
11,078 $335,000
Q1 2025

May 05, 2025
SELL
$27.56 - $29.15 $82 - $87
-3 Reduced 0.03%
11,142 $309,000
Q4 2024

Feb 06, 2025
SELL
$27.73 - $28.78 $194 - $201
-7 Reduced 0.06%
11,145 $316,000
Q3 2024

Oct 28, 2024
SELL
$26.14 - $27.93 $313 - $335
-12 Reduced 0.11%
11,152 $311,000
Q2 2024

Aug 05, 2024
SELL
$25.74 - $26.85 $8,494 - $8,860
-330 Reduced 2.87%
11,164 $299,000
Q1 2024

Apr 24, 2024
SELL
$24.68 - $26.23 $12,290 - $13,062
-498 Reduced 4.15%
11,494 $301,000
Q4 2023

Jan 25, 2024
SELL
$22.73 - $24.94 $1,772 - $1,945
-78 Reduced 0.65%
11,992 $298,000
Q3 2023

Oct 30, 2023
BUY
$23.14 - $24.04 $126,622 - $131,546
5,472 Added 82.93%
12,070 $280,000
Q4 2022

Feb 03, 2023
BUY
$19.75 - $21.36 $5,925 - $6,408
300 Added 4.76%
6,598 $137,000
Q3 2022

Nov 08, 2022
BUY
$19.8 - $21.56 $124,700 - $135,784
6,298 New
6,298 $125,000

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
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