Iron Oak Wealth Llc. Pacer Fds Tr Swan Sos Fd Of Fd Transaction History

Iron Oak Wealth Llc.

$103 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Mar 06, 2025	BUY	$28.48 - $29.56 $3.17 Million - $3.29 Million	111,276 New	111,276 $3.26 Billion

Others Institutions Holding PSFF

# of Institutions

88

Shares Held

15.5M

Call Options Held

0

Put Options Held

0

Allworth Financial LP

1.74M
Shares

$55.2 Million
0.25% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.56M
Shares

$49.4 Million
0.06% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.52M
Shares

$48.1 Million
0.07% of portfolio
Envestnet Asset Management Inc

1.06M
Shares

$33.7 Million
0.01% of portfolio
Armis Advisers, LLC Atlanta, GA

833K
Shares

$26.4 Million
2.4% of portfolio

About PACER FDS TR SWAN SOS FD OF FD

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