Kestra Advisory Services, LLC Pacer Fds Tr Swan Sos Moderate Transaction History
Kestra Advisory Services, LLC
- $20.1 Billion
- Q3 2025
A detailed history of Kestra Advisory Services, LLC transactions in Pacer Fds Tr Swan Sos Moderate stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 43,667 shares of PSMJ stock, worth $1.38 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
43,667
Previous 44,881
2.7%
Holding current value
$1.38 Million
Previous $1.36 Million
1.25%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding PSMJ
# of Institutions
26Shares Held
5.25MCall Options Held
0Put Options Held
0-
Swan Global Investments, LLC Durango, CO2.47MShares$78.2 Million3.58% of portfolio
-
Pacer Advisors, Inc. Malvern, PA2.47MShares$78.2 Million0.23% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ65.8KShares$2.08 Million0.0% of portfolio
-
Rockefeller Capital Management L.P. New York, NY28.3KShares$895,4450.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC27KShares$855,1480.0% of portfolio