Insight Wealth Strategies, LLC Pacer Fds Tr Swan Sos Moderate Transaction History

Insight Wealth Strategies, LLC

  • $790 Million
  • Q4 2025

A detailed history of Insight Wealth Strategies, LLC transactions in Pacer Fds Tr Swan Sos Moderate stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 20,287 shares of PSMD stock, worth $647,561. This represents 0.08% of its overall portfolio holdings.

Number of Shares
20,287
Previous 14,305 41.82%
Holding current value
$647,561
Previous $452,000 43.14%
% of portfolio
0.08%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 02, 2026
BUY
$31.47 - $32.03 $188,253 - $191,603
5,982 Added 41.82%
20,287 $647,000
Q3 2025

Oct 06, 2025
BUY
$30.4 - $31.64 $106,156 - $110,486
3,492 Added 32.29%
14,305 $452,000
Q2 2025

Jul 07, 2025
BUY
$26.71 - $30.43 $84,163 - $95,884
3,151 Added 41.13%
10,813 $329,000
Q1 2025

Apr 03, 2025
BUY
$28.38 - $29.91 $217,447 - $229,170
7,662 New
7,662 $219,000

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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