Coastal Investment Advisors, Inc. Pacer Fds Tr Swan Sos Moderate Transaction History
Coastal Investment Advisors, Inc.
- $234 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding PSMD
# of Institutions
16Shares Held
4.62MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA2.05MShares$60.5 Million0.15% of portfolio
-
Swan Global Investments, LLC Durango, CO2.05MShares$60.5 Million3.0% of portfolio
-
Kestra Advisory Services, LLC342KShares$10.1 Million0.06% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA56.4KShares$1.67 Million0.63% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ42.2KShares$1.25 Million0.0% of portfolio