Core Wealth Advisors, Inc. Pacer Fds Tr Swan Sos Fd Of Fd Transaction History
Core Wealth Advisors, Inc.
- $291 Million
- Q2 2024
A detailed history of Core Wealth Advisors, Inc. transactions in Pacer Fds Tr Swan Sos Fd Of Fd stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 93,183 shares of PSFF stock, worth $2.7 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
93,183
Previous 14,825
528.55%
Holding current value
$2.7 Million
Previous $400,000
547.25%
% of portfolio
0.89%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding PSFF
# of Institutions
67Shares Held
11.1MCall Options Held
0Put Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ1.18MShares$34.2 Million0.08% of portfolio
-
Cetera Investment Advisers Schaumburg, IL930KShares$26.9 Million0.06% of portfolio
-
Allworth Financial LP772KShares$22.4 Million0.14% of portfolio
-
Mml Investors Services, LLC Springfield, MA705KShares$20.4 Million0.08% of portfolio
-
Maripau Wealth Management LLC Fort Wayne, IN671KShares$19.4 Million18.12% of portfolio