Blue Bell Private Wealth Management, LLC Pacer Fds Tr Swan Sos Moderate Transaction History

Blue Bell Private Wealth Management, LLC

$500 Million
Q4 2024

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 11,145 shares of PSMJ stock, worth $323,873. This represents 0.06% of its overall portfolio holdings.

Number of Shares

11,145

Previous 11,152 0.06%

Holding current value

$323,873

Previous $311,000 1.61%

% of portfolio

0.06%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

4.93M

Call Options Held

Put Options Held

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About PACER FDS TR SWAN SOS MODERATE

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Blue Bell Private Wealth Management, LLC Pacer Fds Tr Swan Sos Moderate Transaction History